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

AIMZ Investment 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
2026 Q1	$3.29M	Sell	17,837 -694	-4%	-$130K	1.02%	33
2025 Q4	$3.29M	Buy	18,531 +2,479	+15%	+$434K	0.94%	32
2025 Q3	$2.8M	Buy	16,052 +2,096	+15%	+$357K	0.88%	36
2025 Q2	$2.3M	Sell	13,956 -1,110	-7%	-$176K	0.77%	44
2025 Q1	$2.42M	Buy	15,066 +860	+6%	+$141K	0.84%	38
2024 Q4	$2.3M	Buy	14,206 +127	+0.9%	+$21.4K	0.8%	40
2024 Q3	$2.36M	Sell	14,079 -449	-3%	-$71.4K	0.81%	40
2024 Q2	$2.19M	Buy	14,528 +346	+2%	+$52.5K	0.78%	39
2024 Q1	$2.21M	Buy	14,182 +5	+0%	+$734	0.82%	41
2023 Q4	$2.06M	Sell	14,177 -74	-0.5%	-$9.94K	0.83%	41
2023 Q3	$1.87M	Buy	14,251 +202	+1%	+$28K	0.83%	40
2023 Q2	$1.94M	Buy	14,049 +173	+1%	+$23.1K	0.84%	40
2023 Q1	$1.86M	Buy	13,876 +493	+4%	+$68.4K	0.83%	42
2022 Q4	$1.81M	Sell	13,383 -294	-2%	-$39.4K	0.85%	42
2022 Q3	$1.67M	Buy	13,677 +14	+0.1%	+$1.9K	0.84%	42
2022 Q2	$1.77M	Sell	13,663 -421	-3%	-$59.6K	0.85%	42
2022 Q1	$2.11M	Sell	14,084 -206	-1%	-$30.3K	0.87%	41
2021 Q4	$2.15M	Buy	14,290 +982	+7%	+$144K	0.84%	42
2021 Q3	$1.86M	Buy	13,308 +1,724	+15%	+$245K	0.84%	43
2021 Q2	$1.63M	Buy	11,584 +363	+3%	+$51.3K	0.73%	45
2021 Q1	$1.51M	Buy	11,221 +179	+2%	+$22.9K	0.74%	46
2020 Q4	$1.31M	Buy	11,042 +13	+0.1%	+$1.46K	0.69%	46
2020 Q3	$1.12M	Sell	11,029 -1,361	-11%	-$138K	0.67%	47
2020 Q2	$1.19M	Sell	12,390 -1,187	-9%	-$109K	0.77%	44
2020 Q1	$1.1M	Buy	13,577 +466	+4%	+$50.2K	0.86%	40
2019 Q4	$1.56M	Buy	13,111 +564	+4%	+$65K	1.01%	37
2019 Q3	$1.42M	Sell	12,547 -342	-3%	-$38K	0.98%	37
2019 Q2	$1.44M	Sell	12,889 -261	-2%	-$28.6K	0.99%	36
2019 Q1	$1.42M	Sell	13,150 -490	-4%	-$51.5K	0.97%	42
2018 Q4	$1.3M	Sell	13,640 -696	-5%	-$73.1K	1%	39
2018 Q3	$1.62M	Buy	14,336 +390	+3%	+$44.3K	1.04%	38
2018 Q2	$1.54M	Sell	13,946 -598	-4%	-$66.2K	1.09%	33
2018 Q1	$1.59M	Buy	14,544 +3,293	+29%	+$370K	1.16%	33
2017 Q4	$1.25M	Buy	11,251 +1,921	+21%	+$208K	0.94%	44
2017 Q3	$986K	Buy	9,330 +1,358	+17%	+$141K	0.81%	49
2017 Q2	$820K	Buy	7,972 +124	+2%	+$12.7K	0.69%	55
2017 Q1	$800K	Buy	7,848 +956	+14%	+$96.3K	0.67%	55
2016 Q4	$670K	Sell	6,892 -292	-4%	-$27.7K	0.6%	57
2016 Q3	$672K	Buy	7,184 +768	+12%	+$71.1K	0.6%	57
2016 Q2	$572K	Sell	6,416 -7,975	-55%	-$701K	0.52%	63
2016 Q1	$1.29M	Buy	14,391 +7,963	+124%	+$649K	0.57%	56
2015 Q4	$552K	Sell	6,428 -1,338	-17%	-$117K	0.5%	64
2015 Q3	$646K	Sell	7,766 -214	-3%	-$19K	0.59%	57
2015 Q2	$723K	Hold	7,980	–	–	0.63%	55
2015 Q1	$733K	Buy	7,980 +1	+0%	+$90	0.63%	54
2014 Q4	$714K	Buy	+7,979	New	+$697K	0.64%	54

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

AIMZ Investment Advisors's VOE Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 3.7% in Q1 2026, selling an estimated $130K and leaving 17,837 shares worth $3.29M. The position accounts for 1.02% of the portfolio, ranked #33.

AIMZ Investment Advisors first reported a position in VOE in Q4 2014 and has held it in 46 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

AIMZ Investment Advisors held 17,837 shares of Vanguard Mid-Cap Value ETF worth $3.29M as of Q1 2026.
AIMZ Investment Advisors sold 694 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $130K.
Vanguard Mid-Cap Value ETF made up 1.02% of AIMZ Investment Advisors's portfolio in Q1 2026, its #33 holding.
AIMZ Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2014 and has held it in 46 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.