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Yeomans Consulting Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Yeomans Consulting 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
Q4 		$304K Buy
+1,713
New +$300K 0.09% 98
2024
Q2 		– Sell
-1,654
Closed -$258K – 104
2024
Q1 		$258K Buy
1,654
+98
+6% +$14.4K 0.11% 67
2023
Q4 		$226K Buy
+1,556
New +$209K 0.11% 62

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 $49B AUM 17.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Yeomans Consulting Group's VOE Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q4 2025: 1,713 shares worth $304K. The stake represents 0.09% of the portfolio and ranks #98 among its holdings. This is a return to the name: Yeomans Consulting Group previously reported a position in VOE as recently as Q1 2024.

Yeomans Consulting Group first reported a position in VOE in Q4 2023 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • Yeomans Consulting Group held 1,713 shares of Vanguard Mid-Cap Value ETF worth $304K as of Q4 2025.
  • Vanguard Mid-Cap Value ETF was a new Yeomans Consulting Group position in Q4 2025.
  • Vanguard Mid-Cap Value ETF made up 0.09% of Yeomans Consulting Group's portfolio in Q4 2025, its #98 holding.
  • Yeomans Consulting Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.