PrairieView Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

PrairieView 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
2025 Q2	$2K	Hold	15	–	–	﹤0.01%	345
2025 Q1	$2K	Hold	15	–	–	﹤0.01%	336
2024 Q4	$2K	Hold	15	–	–	﹤0.01%	338
2024 Q3	$2K	Buy	+15	New	+$2.38K	﹤0.01%	333
2024 Q2	–	Sell	-7	Closed	-$2K	–	409
2024 Q1	$2K	Sell	7 -326	-98%	-$47.9K	﹤0.01%	347
2023 Q4	$48K	Sell	333 -99	-23%	-$13.3K	0.01%	183
2023 Q3	$56K	Sell	432 -45	-9%	-$6.23K	0.01%	169
2023 Q2	$66K	Hold	477	–	–	0.01%	176
2023 Q1	$63K	Buy	477 +38	+9%	+$5.27K	0.01%	169
2022 Q4	$59K	Buy	439 +3	+0.7%	+$402	0.01%	177
2022 Q3	$53K	Sell	436 -2	-0.5%	-$271	0.01%	172
2022 Q2	$57K	Buy	438 +21	+5%	+$2.97K	0.01%	176
2022 Q1	$62K	Buy	417 +164	+65%	+$24.1K	0.01%	177
2021 Q4	$38K	Sell	253 -2	-0.8%	-$294	0.01%	244
2021 Q3	$36K	Hold	255	–	–	0.01%	197
2021 Q2	$36K	Sell	255 -109	-30%	-$15.4K	0.01%	196
2021 Q1	$49K	Buy	364 +103	+39%	+$13.2K	0.01%	165
2020 Q4	$31K	Buy	+261	New	+$29.2K	0.01%	189
2020 Q2	–	Sell	-40	Closed	-$3K	–	311
2020 Q1	$3K	Buy	+40	New	+$4.31K	﹤0.01%	266

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PrairieView Partners's VOE Position: Q2 2025 in Review

PrairieView Partners held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2025 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

PrairieView Partners first reported a position in VOE in Q1 2020 and has held it in 19 quarters since. The position peaked at $66K in Q2 2023. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

PrairieView Partners held 15 shares of Vanguard Mid-Cap Value ETF worth $2K as of Q2 2025.
PrairieView Partners left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2025.
Vanguard Mid-Cap Value ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #345 holding.
PrairieView Partners first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and has held it in 19 quarters since.
PrairieView Partners's Vanguard Mid-Cap Value ETF position peaked at $66K in Q2 2023.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.