1834 Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.72M | Buy |
8,700
+891
| +11% | +$172K | 0.19% | 98 |
|
|
2026
Q1 | $1.44M | Buy |
7,809
+83
| +1% | +$15.5K | 0.18% | 94 |
|
|
2025
Q4 | $1.37M | Sell |
7,726
-184
| -2% | -$32.2K | 0.17% | 99 |
|
|
2025
Q3 | $1.38M | Sell |
7,910
-44
| -0.6% | -$7.49K | 0.17% | 93 |
|
|
2025
Q2 | $1.31M | Sell |
7,954
-24
| -0.3% | -$3.8K | 0.17% | 98 |
|
|
2025
Q1 | $1.28M | Buy |
7,978
+22
| +0.3% | +$3.6K | 0.16% | 93 |
|
|
2024
Q4 | $1.29M | Buy |
7,956
+254
| +3% | +$42.8K | 0.16% | 100 |
|
|
2024
Q3 | $1.29M | Buy |
7,702
+1,325
| +21% | +$211K | 0.15% | 106 |
|
|
2024
Q2 | $959K | Buy |
6,377
+1,476
| +30% | +$224K | 0.12% | 120 |
|
|
2024
Q1 | $764K | Buy |
4,901
+427
| +10% | +$62.7K | 0.09% | 135 |
|
|
2023
Q4 | $649K | Sell |
4,474
-52
| -1% | -$6.98K | 0.08% | 146 |
|
|
2023
Q3 | $593K | Sell |
4,526
-52
| -1% | -$7.2K | 0.07% | 156 |
|
|
2023
Q2 | $634K | Sell |
4,578
-302
| -6% | -$40.3K | 0.08% | 153 |
|
|
2023
Q1 | $654K | Buy |
4,880
+2,592
| +113% | +$360K | 0.08% | 151 |
|
|
2022
Q4 | $309K | Buy |
2,288
+405
| +22% | +$54.3K | 0.04% | 154 |
|
|
2022
Q3 | $229K | Buy |
1,883
+90
| +5% | +$12.2K | 0.03% | 183 |
|
|
2022
Q2 | $232K | Buy |
1,793
+1,278
| +248% | +$181K | 0.03% | 180 |
|
|
2022
Q1 | $77K | Sell |
515
-10
| -2% | -$1.47K | 0.01% | 232 |
|
|
2021
Q4 | $79K | Sell |
525
-50
| -9% | -$7.34K | 0.01% | 241 |
|
|
2021
Q3 | $80K | Hold |
575
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $81K | Sell |
575
-161
| -22% | -$22.8K | 0.01% | 246 |
|
|
2021
Q1 | $99K | Sell |
736
-4
| -0.5% | -$512 | 0.01% | 236 |
|
|
2020
Q4 | $88K | Buy |
740
+6
| +0.8% | +$672 | 0.01% | 236 |
|
|
2020
Q3 | $74K | Buy |
734
+161
| +28% | +$16.3K | 0.01% | 240 |
|
|
2020
Q2 | $55K | Buy |
573
+50
| +10% | +$4.58K | 0.01% | 238 |
|
|
2020
Q1 | $43K | Sell |
523
-185
| -26% | -$19.9K | 0.01% | 259 |
|
|
2019
Q4 | $84K | Buy |
708
+115
| +19% | +$13.3K | 0.01% | 245 |
|
|
2019
Q3 | $67K | Sell |
593
-412
| -41% | -$45.8K | 0.01% | 257 |
|
|
2019
Q2 | $112K | Buy |
1,005
+161
| +19% | +$17.6K | 0.02% | 228 |
|
|
2019
Q1 | $91K | Hold |
844
| – | – | 0.01% | 234 |
|
|
2018
Q4 | $80K | Sell |
844
-990
| -54% | -$104K | 0.01% | 233 |
|
|
2018
Q3 | $207K | Sell |
1,834
-17
| -0.9% | -$1.93K | 0.03% | 186 |
|
|
2018
Q2 | $204K | Buy |
1,851
+2
| +0.1% | +$221 | 0.03% | 176 |
|
|
2018
Q1 | $202K | Buy |
1,849
+2
| +0.1% | +$225 | 0.03% | 174 |
|
|
2017
Q4 | $206K | Buy |
+1,847
| New | +$200K | 0.03% | 169 |
|
Other funds holding VOE
EWA
1834 Investment Advisors's VOE Position: Q2 2026 in Review
1834 Investment Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 11% in Q2 2026, buying an estimated $172K and bringing the position to 8,700 shares worth $1.72M. The position accounts for 0.19% of the portfolio, ranked #98.
1834 Investment Advisors first reported a position in VOE in Q4 2017 and has held it in 35 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- 1834 Investment Advisors held 8,700 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.72M as of Q2 2026.
- 1834 Investment Advisors bought 891 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $172K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.19% of 1834 Investment Advisors's portfolio in Q2 2026, its #98 holding.
- 1834 Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.