Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PP
PFS Partners’s
Vanguard Mid-Cap Value ETF
VOE
Stock Holding History
PFS Partners’s Portfolio
VOE Stock Details
VOE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.09K
Hold
17
–
–
﹤0.01%
478
2025
Q4
$2.96K
Hold
17
–
–
﹤0.01%
483
2025
Q3
$2.88K
Buy
17
+1
+6%
+$170
﹤0.01%
479
2025
Q2
$2.7K
Hold
16
–
–
﹤0.01%
441
2025
Q1
$2.64K
Hold
16
–
–
﹤0.01%
383
2024
Q4
$2.64K
Hold
16
–
–
﹤0.01%
386
2024
Q3
$2.72K
Hold
16
–
–
﹤0.01%
390
2024
Q2
$2.41K
Hold
16
–
–
﹤0.01%
382
2024
Q1
$2.5K
Hold
16
–
–
﹤0.01%
404
2023
Q4
$2.31K
Hold
16
–
–
﹤0.01%
404
2023
Q3
$2.08K
Hold
16
–
–
﹤0.01%
401
2023
Q2
$2.18K
Hold
16
–
–
﹤0.01%
414
2023
Q1
$2.1K
Hold
16
–
–
﹤0.01%
327
2022
Q4
$2.11K
Buy
16
+1
+7%
+$134
﹤0.01%
315
2022
Q3
$1.88K
Hold
15
–
–
﹤0.01%
312
2022
Q2
$1.99K
Hold
15
–
–
﹤0.01%
299
2022
Q1
$2.29K
Hold
15
–
–
﹤0.01%
304
2021
Q4
$2.29K
Buy
+15
New
+$2.2K
﹤0.01%
302
Other funds holding VOE
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close