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Vicus Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Vicus Capital’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
Q4 		– Sell
-1,478
Closed -$258K – 280
2025
Q3 		$258K Buy
1,478
+258
+21% +$43.9K 0.02% 245
2025
Q2 		$201K Buy
+1,220
New +$193K 0.02% 261
2021
Q3 		– Sell
-2,395
Closed -$336K – 160
2021
Q2 		$336K Buy
+2,395
New +$338K 0.05% 120

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vicus Capital's VOE Position: Q4 2025 in Review

Vicus Capital sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 1,478 shares — an estimated $258K sold.

Vicus Capital first reported a position in VOE in Q2 2021 and held it in 3 quarters. The position peaked at $336K in Q2 2021. 1,198 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • Vicus Capital reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Vicus Capital sold 1,478 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $258K.
  • Vicus Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and held it in 3 quarters.
  • Vicus Capital's Vanguard Morningstar Mid-Cap Value ETF position peaked at $336K in Q2 2021.
  • 1,198 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Vicus Capital's 13F filing for Q4 2025, filed 22 Jan 2026.