Tucker Asset Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Tucker Asset 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	-61	Closed	-$9.87K	–	922
2024 Q4	$9.87K	Sell	61 -3	-5%	-$506	﹤0.01%	764
2024 Q3	$10.7K	Buy	64 +3	+5%	+$477	﹤0.01%	683
2024 Q2	$9.18K	Buy	+61	New	+$9.26K	﹤0.01%	877
2023 Q1	–	Sell	-32	Closed	-$4.35K	–	1218
2022 Q4	$4.35K	Buy	+32	New	+$4.29K	﹤0.01%	463
2022 Q3	–	Sell	-3	Closed	-$389	–	908
2022 Q2	$389	Buy	+3	New	+$424	﹤0.01%	596

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

Tucker Asset Management's VOE Position: Q1 2025 in Review

Tucker Asset Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 61 shares — an estimated $9.87K sold.

Tucker Asset Management first reported a position in VOE in Q2 2022 and held it in 5 quarters. The position peaked at $10.7K in Q3 2024. 1,093 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

Tucker Asset Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 61 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $9.87K.
Tucker Asset Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2022 and held it in 5 quarters.
Tucker Asset Management's Vanguard Mid-Cap Value ETF position peaked at $10.7K in Q3 2024.
1,093 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.