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Richard W. Paul & Associates’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-237
Closed -$38.3K – 504
2024
Q4 		$38.3K Sell
237
-46
-16% -$7.76K 0.01% 222
2024
Q3 		$47.5K Hold
283
– – 0.02% 216
2024
Q2 		$42.6K Hold
283
– – 0.02% 214
2024
Q1 		$44.1K Sell
283
-79
-22% -$11.6K 0.02% 221
2023
Q4 		$52.5K Hold
362
– – 0.02% 215
2023
Q3 		$47.4K Hold
362
– – 0.02% 205
2023
Q2 		$50.1K Buy
362
+220
+155% +$29.3K 0.02% 218
2023
Q1 		$19K Sell
142
-3
-2% -$416 0.01% 273
2022
Q4 		$19.6K Buy
+145
New +$19.5K 0.01% 270

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Richard W. Paul & Associates's VOE Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 237 shares — an estimated $38.3K sold.

Richard W. Paul & Associates first reported a position in VOE in Q4 2022 and held it in 9 quarters. The position peaked at $52.5K in Q4 2023. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 237 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $38.3K.
  • Richard W. Paul & Associates first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Vanguard Mid-Cap Value ETF position peaked at $52.5K in Q4 2023.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.