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Stonegate Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Stonegate Management’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
-10,200
Closed -$1.79M – 52
2025
Q3 		$1.79M Buy
+10,200
New +$1.74M 1.19% 23

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

Stonegate Management's VOE Position: Q4 2025 in Review

Stonegate Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 10,200 shares — an estimated $1.79M sold.

Stonegate Management first reported a position in VOE in Q3 2025 and held it in 1 quarter. The position peaked at $1.79M in Q3 2025. 1,199 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • Stonegate Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Stonegate Management sold 10,200 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $1.79M.
  • Stonegate Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Stonegate Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.79M in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.