Ridgewood Investments’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ridgewood Investments’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	-37	Closed	-$6.08K	–	680
2025 Q2	$6.08K	Hold	37	–	–	﹤0.01%	579
2025 Q1	$5.94K	Hold	37	–	–	﹤0.01%	540
2024 Q4	$5.99K	Hold	37	–	–	﹤0.01%	561
2024 Q3	$6.2K	Hold	37	–	–	﹤0.01%	562
2024 Q2	$5.61K	Buy	+37	New	+$5.62K	﹤0.01%	582
2023 Q3	–	Sell	-37	Closed	-$5.16K	–	755
2023 Q2	$5.16K	Hold	37	–	–	﹤0.01%	594
2023 Q1	$5K	Buy	+37	New	+$5.13K	﹤0.01%	596

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

Ridgewood Investments's VOE Position: Q3 2025 in Review

Ridgewood Investments sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 37 shares — an estimated $6.08K sold.

Ridgewood Investments first reported a position in VOE in Q1 2023 and held it in 7 quarters. The position peaked at $6.2K in Q3 2024. 1,116 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Ridgewood Investments reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 37 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $6.08K.
Ridgewood Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.2K in Q3 2024.
1,116 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.