Stephens Consulting’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Stephens Consulting’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	–	Sell	-81	Closed	-$13.3K	–	1144
2025 Q2	$13.3K	Sell	81 -175	-68%	-$27.7K	﹤0.01%	304
2025 Q1	$41.1K	Hold	256	–	–	0.01%	202
2024 Q4	$41.4K	Sell	256 -1	-0.4%	-$169	0.01%	202
2024 Q3	$43.1K	Hold	257	–	–	0.01%	199
2024 Q2	$38.7K	Sell	257 -88	-26%	-$13.4K	0.01%	205
2024 Q1	$53.8K	Hold	345	–	–	0.02%	173
2023 Q4	$50K	Hold	345	–	–	0.02%	179
2023 Q3	$45.2K	Hold	345	–	–	0.02%	176
2023 Q2	$47.7K	Hold	345	–	–	0.02%	172
2023 Q1	$46.3K	Sell	345 -25	-7%	-$3.47K	0.03%	178
2022 Q4	$50K	Sell	370 -90	-20%	-$12.1K	0.03%	170
2022 Q3	$56K	Hold	460	–	–	0.05%	166
2022 Q2	$59.6K	Sell	460 -7	-1%	-$990	0.05%	157
2022 Q1	$69.9K	Hold	467	–	–	0.06%	159
2021 Q4	$70.2K	Buy	+467	New	+$68.6K	0.06%	174

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

Stephens Consulting's VOE Position: Q3 2025 in Review

Stephens Consulting sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 81 shares — an estimated $13.3K sold.

Stephens Consulting first reported a position in VOE in Q4 2021 and held it in 15 quarters. The position peaked at $70.2K in Q4 2021. 1,115 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Stephens Consulting reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 81 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $13.3K.
Stephens Consulting first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 15 quarters.
Stephens Consulting's Vanguard Morningstar Mid-Cap Value ETF position peaked at $70.2K in Q4 2021.
1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.