Wealthstream Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Wealthstream Advisors’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	$331K	Hold	1,897	–	–	0.05%	116
2025 Q2	$312K	Hold	1,897	–	–	0.05%	120
2025 Q1	$305K	Hold	1,897	–	–	0.06%	112
2024 Q4	$307K	Buy	1,897 +1	+0.1%	+$169	0.06%	111
2024 Q3	$318K	Hold	1,896	–	–	0.06%	103
2024 Q2	$285K	Hold	1,896	–	–	0.1%	98
2024 Q1	$296K	Buy	1,896 +1	+0.1%	+$147	0.11%	99
2023 Q4	$275K	Hold	1,895	–	–	0.11%	110
2023 Q3	$248K	Hold	1,895	–	–	0.13%	90
2023 Q2	$262K	Buy	1,895 +1	+0.1%	+$133	0.14%	80
2023 Q1	$254K	Hold	1,894	–	–	0.15%	66
2022 Q4	$256K	Buy	1,894 +1	+0.1%	+$134	0.17%	62
2022 Q3	$231K	Buy	1,893 +63	+3%	+$8.53K	0.25%	58
2022 Q2	$237K	Buy	1,830 +32	+2%	+$4.53K	0.24%	58
2022 Q1	$269K	Hold	1,798	–	–	0.24%	55
2021 Q4	$270K	Buy	+1,798	New	+$264K	0.23%	51

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

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

Wealthstream Advisors's VOE Position: Q3 2025 in Review

Wealthstream Advisors held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q3 2025 at 1,897 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #116.

Wealthstream Advisors first reported a position in VOE in Q4 2021 and has held it in 16 quarters since. 1,111 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

Wealthstream Advisors held 1,897 shares of Vanguard Mid-Cap Value ETF worth $331K as of Q3 2025.
Wealthstream Advisors left its Vanguard Mid-Cap Value ETF share count unchanged in Q3 2025.
Vanguard Mid-Cap Value ETF made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #116 holding.
Wealthstream Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 16 quarters since.
1,111 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.