Wescott Financial Advisory Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Wescott Financial Advisory 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
2026 Q1	$1.38M	Sell	7,478 -1,064	-12%	-$199K	0.12%	81
2025 Q4	$1.52M	Sell	8,542 -18	-0.2%	-$3.15K	0.13%	77
2025 Q3	$1.49M	Buy	8,560 +25	+0.3%	+$4.25K	0.13%	73
2025 Q2	$1.4M	Sell	8,535 -36	-0.4%	-$5.7K	0.13%	76
2025 Q1	$1.38M	Sell	8,571 -90	-1%	-$14.7K	0.14%	69
2024 Q4	$1.4M	Sell	8,661 -469	-5%	-$79.1K	0.15%	71
2024 Q3	$1.53M	Sell	9,130 -3,205	-26%	-$510K	0.16%	68
2024 Q2	$1.86M	Buy	12,335 +221	+2%	+$33.5K	0.22%	55
2024 Q1	$1.89M	Sell	12,114 -2,182	-15%	-$320K	0.23%	48
2023 Q4	$2.07M	Sell	14,296 -161	-1%	-$21.6K	0.29%	50
2023 Q3	$1.89M	Sell	14,457 -281	-2%	-$38.9K	0.35%	47
2023 Q2	$2.04M	Sell	14,738 -1,076	-7%	-$143K	0.36%	47
2023 Q1	$2.12M	Sell	15,814 -304	-2%	-$42.2K	0.46%	42
2022 Q4	$2.18M	Buy	16,118 +60	+0.4%	+$8.05K	0.47%	41
2022 Q3	$1.96M	Buy	16,058 +318	+2%	+$43K	0.54%	35
2022 Q2	$2.04M	Sell	15,740 -845	-5%	-$120K	0.55%	33
2022 Q1	$2.48M	Buy	+16,585	New	+$2.44M	0.64%	30

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Wescott Financial Advisory Group's VOE Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 12% in Q1 2026, selling an estimated $199K and leaving 7,478 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #81.

Wescott Financial Advisory Group first reported a position in VOE in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.48M in Q1 2022. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Wescott Financial Advisory Group held 7,478 shares of Vanguard Mid-Cap Value ETF worth $1.38M as of Q1 2026.
Wescott Financial Advisory Group sold 1,064 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $199K.
Vanguard Mid-Cap Value ETF made up 0.12% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #81 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's Vanguard Mid-Cap Value ETF position peaked at $2.48M in Q1 2022.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.