Stuart Chaussee & Associates’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Stuart Chaussee & Associates’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	-284	Closed	-$49.6K	–	146
2025 Q3	$49.6K	Hold	284	–	–	0.01%	90
2025 Q2	$46.7K	Hold	284	–	–	0.01%	88
2025 Q1	$45.6K	Hold	284	–	–	0.01%	83
2024 Q4	$45.9K	Hold	284	–	–	0.01%	82
2024 Q3	$47.6K	Hold	284	–	–	0.01%	68
2024 Q2	$42.7K	Hold	284	–	–	0.01%	70
2024 Q1	$44.3K	Hold	284	–	–	0.01%	63
2023 Q4	$41.2K	Buy	+284	New	+$38.1K	0.01%	63

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Stuart Chaussee & Associates's VOE Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 284 shares — an estimated $49.6K sold.

Stuart Chaussee & Associates first reported a position in VOE in Q4 2023 and held it in 8 quarters. The position peaked at $49.6K in Q3 2025. 1,201 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 284 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $49.6K.
Stuart Chaussee & Associates first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and held it in 8 quarters.
Stuart Chaussee & Associates's Vanguard Morningstar Mid-Cap Value ETF position peaked at $49.6K in Q3 2025.
1,201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.