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Pineridge Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Pineridge Advisors’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
2025
Q3 		$17.6K Hold
101
– – 0.01% 168
2025
Q2 		$16.5K Hold
101
– – 0.01% 174
2025
Q1 		$16.2K Buy
101
+1
+1% +$163 0.01% 191
2024
Q4 		$16.2K Hold
100
– – 0.01% 247
2024
Q3 		$16.7K Buy
100
+1
+1% +$159 0.01% 233
2024
Q2 		$14.9K Hold
99
– – 0.01% 241
2024
Q1 		$15.4K Buy
99
+28
+39% +$4.11K 0.01% 247
2023
Q4 		$10.2K Buy
+71
New +$9.54K ﹤0.01% 376

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pineridge Advisors's VOE Position: Q3 2025 in Review

Pineridge Advisors held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q3 2025 at 101 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #168.

Pineridge Advisors first reported a position in VOE in Q4 2023 and has held it in 8 quarters since. 1,111 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

  • Pineridge Advisors held 101 shares of Vanguard Mid-Cap Value ETF worth $17.6K as of Q3 2025.
  • Pineridge Advisors left its Vanguard Mid-Cap Value ETF share count unchanged in Q3 2025.
  • Vanguard Mid-Cap Value ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #168 holding.
  • Pineridge Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.