US Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

US Financial Advisors’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	$921K	Buy	5,738 +230	+4%	+$37.6K	0.27%	43
2024 Q4	$891K	Buy	5,508 +42	+0.8%	+$7.08K	0.27%	43
2024 Q3	$916K	Sell	5,466 -25	-0.5%	-$3.97K	0.29%	42
2024 Q2	$826K	Sell	5,491 -415	-7%	-$63K	0.28%	43
2024 Q1	$921K	Buy	5,906 +315	+6%	+$46.3K	0.32%	42
2023 Q4	$811K	Buy	5,591 +261	+5%	+$35.1K	0.3%	42
2023 Q3	$698K	Buy	5,330 +244	+5%	+$33.8K	0.29%	43
2023 Q2	$704K	Buy	5,086 +25	+0.5%	+$3.33K	0.3%	38
2023 Q1	$678K	Buy	5,061 +283	+6%	+$39.3K	0.3%	41
2022 Q4	$646K	Buy	+4,778	New	+$641K	0.32%	39

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 $58.2B AUM 22.78% 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

US Financial Advisors's VOE Position: Q1 2025 in Review

US Financial Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.2% in Q1 2025, buying an estimated $37.6K and bringing the position to 5,738 shares worth $921K. The position accounts for 0.27% of the portfolio, ranked #43.

US Financial Advisors first reported a position in VOE in Q4 2022 and has held it in 10 quarters since. 1,094 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

US Financial Advisors held 5,738 shares of Vanguard Morningstar Mid-Cap Value ETF worth $921K as of Q1 2025.
US Financial Advisors bought 230 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2025, an estimated $37.6K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.27% of US Financial Advisors's portfolio in Q1 2025, its #43 holding.
US Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 10 quarters since.
1,094 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.