Sonora Investment Management Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sonora Investment Management Group’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	$273K	Hold	1,564	–	–	0.02%	236
2025 Q2	$257K	Hold	1,564	–	–	0.02%	236
2025 Q1	$251K	Buy	1,564 +63	+4%	+$10.3K	0.02%	236
2024 Q4	$243K	Buy	1,501 +167	+13%	+$28.2K	0.02%	241
2024 Q3	$224K	Sell	1,334 -20	-1%	-$3.18K	0.02%	257
2024 Q2	$211K	Hold	1,354	–	–	0.02%	258
2024 Q1	$211K	Buy	+1,354	New	+$199K	0.02%	259
2022 Q2	–	Sell	-1,501	Closed	-$224K	–	262
2022 Q1	$224K	Hold	1,501	–	–	0.03%	193
2021 Q4	$226K	Buy	+1,501	New	+$220K	0.03%	189

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

Sonora Investment Management Group's VOE Position: Q3 2025 in Review

Sonora Investment Management Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2025 at 1,564 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #236.

Sonora Investment Management Group first reported a position in VOE in Q4 2021 and has held it in 9 quarters since. 1,114 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Sonora Investment Management Group held 1,564 shares of Vanguard Morningstar Mid-Cap Value ETF worth $273K as of Q3 2025.
Sonora Investment Management Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2025.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #236 holding.
Sonora Investment Management Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 9 quarters since.
1,114 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.