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Soltis Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Soltis Investment Advisors’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
Q4 		– Sell
-1,735
Closed -$303K – 554
2025
Q3 		$303K Sell
1,735
-61
-3% -$10.4K 0.02% 371
2025
Q2 		$295K Sell
1,796
-60
-3% -$9.5K 0.02% 325
2025
Q1 		$298K Buy
1,856
+111
+6% +$18.1K 0.03% 307
2024
Q4 		$282K Buy
1,745
+43
+3% +$7.25K 0.03% 296
2024
Q3 		$285K Sell
1,702
-66
-4% -$10.5K 0.03% 287
2024
Q2 		$266K Buy
+1,768
New +$268K 0.03% 274

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Soltis Investment Advisors's VOE Position: Q4 2025 in Review

Soltis Investment Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 1,735 shares — an estimated $303K sold.

Soltis Investment Advisors first reported a position in VOE in Q2 2024 and held it in 6 quarters. The position peaked at $303K in Q3 2025. 1,202 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • Soltis Investment Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 1,735 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $303K.
  • Soltis Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and held it in 6 quarters.
  • Soltis Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $303K in Q3 2025.
  • 1,202 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Soltis Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.