Rice Partnership’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Rice Partnership’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 Q4	–	Sell	-5	Closed	-$873	–	204
2025 Q3	$873	Sell	5 -4	-44%	-$681	﹤0.01%	187
2025 Q2	$1.48K	Hold	9	–	–	﹤0.01%	164
2025 Q1	$1.45K	Hold	9	–	–	﹤0.01%	149
2024 Q4	$1.46K	Hold	9	–	–	﹤0.01%	164
2024 Q3	$1.51K	Buy	+9	New	+$1.43K	﹤0.01%	170
2023 Q4	–	Sell	-60	Closed	-$7.86K	–	138
2023 Q3	$7.86K	Hold	60	–	–	﹤0.01%	123
2023 Q2	$8.3K	Buy	+60	New	+$8K	﹤0.01%	131

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Rice Partnership's VOE Position: Q4 2025 in Review

Rice Partnership sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 5 shares — an estimated $873 sold.

Rice Partnership first reported a position in VOE in Q2 2023 and held it in 7 quarters. The position peaked at $8.3K in Q2 2023. 1,201 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Rice Partnership reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Rice Partnership sold 5 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $873.
Rice Partnership first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and held it in 7 quarters.
Rice Partnership's Vanguard Morningstar Mid-Cap Value ETF position peaked at $8.3K in Q2 2023.
1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Rice Partnership's 13F filing for Q4 2025, filed 10 Feb 2026.