Von Berge Wealth Management Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Von Berge Wealth Management Group’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	-1,865	Closed	-$316K	–	52
2025 Q2	$316K	Sell	1,865 -22	-1%	-$3.48K	0.18%	45
2025 Q1	$293K	Buy	1,887 +5	+0.3%	+$817	0.19%	44
2024 Q4	$314K	Buy	1,882 +5	+0.3%	+$843	0.19%	45
2024 Q3	$321K	Sell	1,877 -49	-3%	-$7.79K	0.2%	46
2024 Q2	$287K	Sell	1,926 -62	-3%	-$9.41K	0.18%	47
2024 Q1	$310K	Hold	1,988	–	–	0.2%	46
2023 Q4	$285K	Sell	1,988 -327	-14%	-$43.9K	0.22%	50
2023 Q3	$303K	Hold	2,315	–	–	0.26%	42
2023 Q2	$320K	Sell	2,315 -13	-0.6%	-$1.73K	0.27%	41
2023 Q1	$312K	Buy	2,328 +13	+0.6%	+$1.8K	0.28%	41
2022 Q4	$333K	Hold	2,315	–	–	0.3%	40
2022 Q3	$286K	Buy	2,315 +97	+4%	+$13.1K	0.3%	43
2022 Q2	$288K	Hold	2,218	–	–	0.3%	43
2022 Q1	$331K	Hold	2,218	–	–	0.3%	41
2021 Q4	$324K	Buy	+2,218	New	+$326K	0.3%	39

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Von Berge Wealth Management Group's VOE Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2025, closing a stake of 1,865 shares — an estimated $316K sold.

Von Berge Wealth Management Group first reported a position in VOE in Q4 2021 and held it in 15 quarters. The position peaked at $333K in Q4 2022. 1,112 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,865 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $316K.
Von Berge Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $333K in Q4 2022.
1,112 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.