Washington Trust’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Washington Trust’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 Q2	–	Sell	-249	Closed	-$40K	–	710
2025 Q1	$40K	Hold	249	–	–	﹤0.01%	435
2024 Q4	$40.3K	Sell	249 -20	-7%	-$3.37K	﹤0.01%	473
2024 Q3	$45.1K	Hold	269	–	–	﹤0.01%	467
2024 Q2	$40.5K	Hold	269	–	–	﹤0.01%	474
2024 Q1	$41.9K	Buy	269 +14	+5%	+$2.06K	﹤0.01%	476
2023 Q4	$37K	Hold	255	–	–	﹤0.01%	464
2023 Q3	$33.4K	Hold	255	–	–	﹤0.01%	453
2023 Q2	$35.3K	Hold	255	–	–	﹤0.01%	468
2023 Q1	$34.2K	Hold	255	–	–	﹤0.01%	474
2022 Q4	$34.5K	Hold	255	–	–	﹤0.01%	461
2022 Q3	$31K	Hold	255	–	–	﹤0.01%	468
2022 Q2	$33K	Hold	255	–	–	﹤0.01%	472
2022 Q1	$38K	Buy	255 +6	+2%	+$882	﹤0.01%	474
2021 Q4	$37K	Hold	249	–	–	﹤0.01%	488
2021 Q3	$35K	Hold	249	–	–	﹤0.01%	588
2021 Q2	$35K	Hold	249	–	–	﹤0.01%	598
2021 Q1	$34K	Buy	+249	New	+$31.9K	﹤0.01%	589
2020 Q3	–	Sell	-209	Closed	-$20K	–	1031
2020 Q2	$20K	Hold	209	–	–	﹤0.01%	559
2020 Q1	$17K	Buy	+209	New	+$22.5K	﹤0.01%	585
2018 Q3	–	Sell	-5,218	Closed	-$576K	–	792
2018 Q2	$576K	Buy	+5,218	New	+$578K	0.03%	163

Other funds holding VOE

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Washington Trust's VOE Position: Q2 2025 in Review

Washington Trust sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 249 shares — an estimated $40K sold.

Washington Trust first reported a position in VOE in Q2 2018 and held it in 20 quarters. The position peaked at $576K in Q2 2018. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Washington Trust reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 249 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $40K.
Washington Trust first reported a position in Vanguard Mid-Cap Value ETF in Q2 2018 and held it in 20 quarters.
Washington Trust's Vanguard Mid-Cap Value ETF position peaked at $576K in Q2 2018.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.