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

Resurgent Financial 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 Q2	–	Sell	-1,706	Closed	-$274K	–	203
2025 Q1	$274K	Buy	1,706 +7	+0.4%	+$1.14K	0.16%	147
2024 Q4	$275K	Buy	1,699 +33	+2%	+$5.57K	0.16%	145
2024 Q3	$279K	Buy	1,666 +21	+1%	+$3.34K	0.16%	145
2024 Q2	$247K	Buy	+1,645	New	+$250K	0.15%	154
2024 Q1	–	Sell	-867	Closed	-$126K	–	473
2023 Q4	$126K	Buy	867 +240	+38%	+$32.2K	0.08%	222
2023 Q3	$82.1K	Buy	627 +203	+48%	+$28.1K	0.06%	253
2023 Q2	$58.7K	Buy	424 +25	+6%	+$3.33K	0.04%	311
2023 Q1	$53.5K	Sell	399 -365	-48%	-$50.6K	0.04%	323
2022 Q4	$103K	Buy	+764	New	+$102K	0.05%	301

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

Resurgent Financial Advisors's VOE Position: Q2 2025 in Review

Resurgent Financial Advisors sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 1,706 shares — an estimated $274K sold.

Resurgent Financial Advisors first reported a position in VOE in Q4 2022 and held it in 9 quarters. The position peaked at $279K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Resurgent Financial Advisors reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 1,706 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $274K.
Resurgent Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and held it in 9 quarters.
Resurgent Financial Advisors's Vanguard Mid-Cap Value ETF position peaked at $279K in Q3 2024.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Resurgent Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.