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

Prossimo 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	–	Sell	-4,459	Closed	-$733K	–	122
2025 Q2	$733K	Sell	4,459 -1,197	-21%	-$190K	0.59%	47
2025 Q1	$908K	Sell	5,656 -43	-0.8%	-$7.03K	0.68%	41
2024 Q4	$922K	Sell	5,699 -91	-2%	-$15.4K	0.67%	40
2024 Q3	$971K	Buy	5,790 +179	+3%	+$28.5K	0.71%	39
2024 Q2	$844K	Buy	+5,611	New	+$851K	0.76%	38
2023 Q3	–	Sell	-1,753	Closed	-$243K	–	120
2023 Q2	$243K	Buy	+1,753	New	+$234K	0.23%	108

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prossimo Advisors's VOE Position: Q3 2025 in Review

Prossimo Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 4,459 shares — an estimated $733K sold.

Prossimo Advisors first reported a position in VOE in Q2 2023 and held it in 6 quarters. The position peaked at $971K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Prossimo Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Prossimo Advisors sold 4,459 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $733K.
Prossimo Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and held it in 6 quarters.
Prossimo Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $971K in Q3 2024.
1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.