TFC Financial Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

TFC Financial 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 Q1	–	Sell	-37	Closed	-$5.97K	–	1054
2024 Q4	$5.97K	Hold	37	–	–	﹤0.01%	395
2024 Q3	$6.15K	Buy	37 +1	+3%	+$159	﹤0.01%	400
2024 Q2	$5.46K	Hold	36	–	–	﹤0.01%	383
2024 Q1	$5.66K	Hold	36	–	–	﹤0.01%	373
2023 Q4	$5.24K	Hold	36	–	–	﹤0.01%	377
2023 Q3	$4.7K	Hold	36	–	–	﹤0.01%	394
2023 Q2	$4.94K	Buy	36 +1	+3%	+$133	﹤0.01%	372
2023 Q1	$4.76K	Hold	35	–	–	﹤0.01%	404
2022 Q4	$4.77K	Hold	35	–	–	﹤0.01%	339
2022 Q3	$4K	Hold	35	–	–	﹤0.01%	364
2022 Q2	$5K	Hold	35	–	–	﹤0.01%	341
2022 Q1	$5K	Hold	35	–	–	﹤0.01%	352
2021 Q4	$5K	Hold	35	–	–	﹤0.01%	398
2021 Q3	$5K	Hold	35	–	–	﹤0.01%	393
2021 Q2	$5K	Buy	+35	New	+$4.95K	﹤0.01%	379
2021 Q1	–	Sell	-12	Closed	-$1K	–	597
2020 Q4	$1K	Buy	+12	New	+$1.34K	﹤0.01%	539

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TFC Financial Management's VOE Position: Q1 2025 in Review

TFC Financial Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 37 shares — an estimated $5.97K sold.

TFC Financial Management first reported a position in VOE in Q4 2020 and held it in 16 quarters. The position peaked at $6.15K in Q3 2024. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

TFC Financial Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
TFC Financial Management sold 37 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $5.97K.
TFC Financial Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and held it in 16 quarters.
TFC Financial Management's Vanguard Mid-Cap Value ETF position peaked at $6.15K in Q3 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.