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Vista Investment Partners II’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Vista Investment Partners II’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
-3,668
Closed -$603K – 154
2025
Q2 		$603K Buy
+3,668
New +$581K 0.29% 73

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vista Investment Partners II's VOE Position: Q3 2025 in Review

Vista Investment Partners II sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 3,668 shares — an estimated $603K sold.

Vista Investment Partners II first reported a position in VOE in Q2 2025 and held it in 1 quarter. The position peaked at $603K in Q2 2025. 1,112 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

  • Vista Investment Partners II reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 3,668 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $603K.
  • Vista Investment Partners II first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Vista Investment Partners II's Vanguard Morningstar Mid-Cap Value ETF position peaked at $603K in Q2 2025.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Vista Investment Partners II's 13F filing for Q3 2025, filed 29 Oct 2025.