Safe Harbor Fiduciary’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Safe Harbor Fiduciary’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	-29	Closed	-$4.66K	–	266
2025 Q1	$4.66K	Buy	+29	New	+$4.74K	﹤0.01%	168

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

Safe Harbor Fiduciary's VOE Position: Q2 2025 in Review

Safe Harbor Fiduciary sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 29 shares — an estimated $4.66K sold.

Safe Harbor Fiduciary first reported a position in VOE in Q1 2025 and held it in 1 quarter. The position peaked at $4.66K in Q1 2025. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Safe Harbor Fiduciary reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Safe Harbor Fiduciary sold 29 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $4.66K.
Safe Harbor Fiduciary first reported a position in Vanguard Mid-Cap Value ETF in Q1 2025 and held it in 1 quarter.
Safe Harbor Fiduciary's Vanguard Mid-Cap Value ETF position peaked at $4.66K in Q1 2025.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.