Van Den Berg Management I’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Van Den Berg Management I’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 Q3	–	Sell	-1	Closed	-$164	–	117
2025 Q2	$164	Hold	1	–	–	﹤0.01%	110
2025 Q1	$161	Buy	+1	New	+$163	﹤0.01%	102

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Van Den Berg Management I's VOE Position: Q3 2025 in Review

Van Den Berg Management I sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 1 share — an estimated $164 sold.

Van Den Berg Management I first reported a position in VOE in Q1 2025 and held it in 2 quarters. The position peaked at $164 in Q2 2025. 1,116 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Van Den Berg Management I reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Van Den Berg Management I sold 1 Vanguard Morningstar Mid-Cap Value ETF share in Q3 2025, an estimated $164.
Van Den Berg Management I first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and held it in 2 quarters.
Van Den Berg Management I's Vanguard Morningstar Mid-Cap Value ETF position peaked at $164 in Q2 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Van Den Berg Management I's 13F filing for Q3 2025, filed 14 Nov 2025.