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Plan A Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Plan A Wealth’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
Q2 		– Sell
-1,613
Closed -$259K – 162
2025
Q1 		$259K Sell
1,613
-821
-34% -$134K 0.2% 83
2024
Q4 		$394K Buy
+2,434
New +$411K 0.36% 50

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

Plan A Wealth's VOE Position: Q2 2025 in Review

Plan A Wealth sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 1,613 shares — an estimated $259K sold.

Plan A Wealth first reported a position in VOE in Q4 2024 and held it in 2 quarters. The position peaked at $394K in Q4 2024. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Plan A Wealth reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Plan A Wealth sold 1,613 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $259K.
  • Plan A Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Plan A Wealth's Vanguard Mid-Cap Value ETF position peaked at $394K in Q4 2024.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Plan A Wealth's 13F filing for Q2 2025, filed 6 Nov 2025.