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Safeguard Financial’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Safeguard Financial’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 		$1.97M Sell
12,292
-1,005
-8% -$164K 0.43% 22
2024
Q4 		$2.15M Sell
13,297
-3,375
-20% -$569K 0.47% 21
2024
Q3 		$2.8M Sell
16,672
-1,312
-7% -$209K 0.66% 16
2024
Q2 		$2.71M Buy
17,984
+280
+2% +$42.5K 0.75% 14
2024
Q1 		$2.76M Buy
17,704
+1,072
+6% +$157K 0.9% 14
2023
Q4 		$2.41M Buy
16,632
+3,997
+32% +$537K 0.91% 13
2023
Q3 		$1.65M Buy
12,635
+3,104
+33% +$430K 0.8% 17
2023
Q2 		$1.32M Buy
9,531
+2,474
+35% +$330K 0.63% 21
2023
Q1 		$946K Buy
7,057
+29
+0.4% +$4.02K 0.57% 27
2022
Q4 		$950K Sell
7,028
-767
-10% -$103K 0.68% 26
2022
Q3 		$949K Buy
7,795
+758
+11% +$103K 0.88% 22
2022
Q2 		$911K Buy
7,037
+4,112
+141% +$582K 1.09% 19
2022
Q1 		$438K Buy
+2,925
New +$430K 0.65% 28

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

Safeguard Financial's VOE Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 7.6% in Q1 2025, selling an estimated $164K and leaving 12,292 shares worth $1.97M. The position accounts for 0.43% of the portfolio, ranked #22.

Safeguard Financial first reported a position in VOE in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.8M in Q3 2024. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

  • Safeguard Financial held 12,292 shares of Vanguard Mid-Cap Value ETF worth $1.97M as of Q1 2025.
  • Safeguard Financial sold 1,005 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $164K.
  • Vanguard Mid-Cap Value ETF made up 0.43% of Safeguard Financial's portfolio in Q1 2025, its #22 holding.
  • Safeguard Financial first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Vanguard Mid-Cap Value ETF position peaked at $2.8M in Q3 2024.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.