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

Sterling Financial 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	$1.84M	Hold	10,520	–	–	0.58%	24
2025 Q2	$1.73M	Hold	10,520	–	–	0.58%	26
2025 Q1	$1.69M	Hold	10,520	–	–	0.61%	25
2024 Q4	$1.7M	Hold	10,520	–	–	0.63%	26
2024 Q3	$1.76M	Hold	10,520	–	–	0.75%	19
2024 Q2	$1.58M	Hold	10,520	–	–	0.72%	18
2024 Q1	$1.64M	Hold	10,520	–	–	0.78%	17
2023 Q4	$1.53M	Hold	10,520	–	–	0.91%	15
2023 Q3	$1.38M	Hold	10,520	–	–	0.87%	15
2023 Q2	$1.46M	Sell	10,520 -3,500	-25%	-$467K	0.97%	14
2023 Q1	$1.9M	Hold	14,020	–	–	1.45%	17
2022 Q4	$1.9M	Buy	+14,020	New	+$1.88M	1.45%	17

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sterling Financial Group's VOE Position: Q3 2025 in Review

Sterling Financial Group held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q3 2025 at 10,520 shares worth $1.84M. The position accounts for 0.58% of the portfolio, ranked #24.

Sterling Financial Group first reported a position in VOE in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.9M in Q1 2023. 1,111 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Sterling Financial Group held 10,520 shares of Vanguard Mid-Cap Value ETF worth $1.84M as of Q3 2025.
Sterling Financial Group left its Vanguard Mid-Cap Value ETF share count unchanged in Q3 2025.
Vanguard Mid-Cap Value ETF made up 0.58% of Sterling Financial Group's portfolio in Q3 2025, its #24 holding.
Sterling Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's Vanguard Mid-Cap Value ETF position peaked at $1.9M in Q1 2023.
1,111 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.