Vanguard Personalized Indexing Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Vanguard Personalized Indexing 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 Q3	–	Sell	-1,400	Closed	-$230K	–	2056
2025 Q2	$230K	Buy	+1,400	New	+$222K	﹤0.01%	1561
2024 Q3	–	Sell	-1,400	Closed	-$211K	–	1817
2024 Q2	$211K	Buy	+1,400	New	+$212K	﹤0.01%	1427
2023 Q3	–	Sell	-2,538	Closed	-$351K	–	1552
2023 Q2	$351K	Sell	2,538 -10	-0.4%	-$1.33K	0.01%	1048
2023 Q1	$342K	Buy	+2,548	New	+$353K	0.01%	1053

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

Vanguard Personalized Indexing Management's VOE Position: Q3 2025 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 1,400 shares — an estimated $230K sold.

Vanguard Personalized Indexing Management first reported a position in VOE in Q1 2023 and held it in 4 quarters. The position peaked at $351K in Q2 2023. 1,115 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Vanguard Personalized Indexing Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 1,400 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $230K.
Vanguard Personalized Indexing Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and held it in 4 quarters.
Vanguard Personalized Indexing Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $351K in Q2 2023.
1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2025, filed 31 Oct 2025.