Ruedi Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Ruedi Wealth Management’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	-27	Closed	-$4.3K	–	310
2025 Q1	$4.3K	Hold	27	–	–	﹤0.01%	224
2024 Q4	$4.4K	Sell	27 -3	-10%	-$506	﹤0.01%	223
2024 Q3	$4.99K	Hold	30	–	–	﹤0.01%	218
2024 Q2	$4.54K	Sell	30 -3	-9%	-$455	﹤0.01%	258
2024 Q1	$5.12K	Sell	33 -74	-69%	-$10.9K	﹤0.01%	198
2023 Q4	$15.5K	Buy	107 +8	+8%	+$1.07K	0.01%	120
2023 Q3	$12.9K	Sell	99 -2	-2%	-$277	0.01%	121
2023 Q2	$14K	Sell	101 -13	-11%	-$1.73K	0.01%	123
2023 Q1	$15.3K	Buy	114 +113	+11,300%	+$15.7K	0.01%	134
2022 Q4	$25.1K	Buy	+1	New	+$134	0.02%	108

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

Ruedi Wealth Management's VOE Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 27 shares — an estimated $4.3K sold.

Ruedi Wealth Management first reported a position in VOE in Q4 2022 and held it in 10 quarters. The position peaked at $25.1K in Q4 2022. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Ruedi Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 27 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $4.3K.
Ruedi Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $25.1K in Q4 2022.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.