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American Institute for Advanced Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

American Institute for Advanced Investment Management’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
Q2 		$1.34M Sell
6,795
-12
-0.2% -$2.32K 0.78% 33
2026
Q1 		$1.25M Buy
6,807
+90
+1% +$16.8K 0.81% 35
2025
Q4 		$1.19M Sell
6,717
-57
-0.8% -$9.98K 0.77% 38
2025
Q3 		$1.18M Hold
6,774
– – 0.77% 37
2025
Q2 		$1.11M Sell
6,774
-13
-0.2% -$2.06K 0.79% 34
2025
Q1 		$1.09M Buy
6,787
+290
+4% +$47.4K 0.83% 34
2024
Q4 		$1.05M Sell
6,497
-30
-0.5% -$5.06K 0.78% 41
2024
Q3 		$1.09M Sell
6,527
-10
-0.2% -$1.59K 0.78% 40
2024
Q2 		$983K Hold
6,537
– – 0.75% 42
2024
Q1 		$1.02M Sell
6,537
-32
-0.5% -$4.7K 0.81% 38
2023
Q4 		$953K Hold
6,569
– – 0.84% 34
2023
Q3 		$860K Sell
6,569
-1,045
-14% -$145K 0.8% 39
2023
Q2 		$1.05M Buy
7,614
+1,545
+25% +$206K 0.92% 32
2023
Q1 		$814K Sell
6,069
-2,953
-33% -$410K 0.87% 33
2022
Q4 		$1.22M Sell
9,022
-535
-6% -$71.8K 1.12% 29
2022
Q3 		$1.16M Hold
9,557
– – 1.09% 30
2022
Q2 		$1.24M Buy
9,557
+2,355
+33% +$333K 1.08% 29
2022
Q1 		$1.08M Buy
7,202
+48
+0.7% +$7.06K 0.78% 40
2021
Q4 		$1.07M Sell
7,154
-16
-0.2% -$2.35K 0.72% 42
2021
Q3 		$1M Buy
7,170
+277
+4% +$39.3K 0.71% 44
2021
Q2 		$968K Sell
6,893
-145
-2% -$20.5K 0.68% 50
2021
Q1 		$949K Sell
7,038
-10
-0.1% -$1.28K 0.72% 46
2020
Q4 		$838K Buy
7,048
+262
+4% +$29.3K 0.67% 48
2020
Q3 		$688K Buy
6,786
+75
+1% +$7.6K 0.62% 48
2020
Q2 		$642K Sell
6,711
-6,911
-51% -$634K 0.61% 53
2020
Q1 		$1.11M Sell
13,622
-6,707
-33% -$722K 1.2% 28
2019
Q4 		$2.42M Buy
+20,329
New +$2.34M 2.34% 9

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

American Institute for Advanced Investment Management's VOE Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.18% in Q2 2026, selling an estimated $2.32K and leaving 6,795 shares worth $1.34M. The position accounts for 0.78% of the portfolio, ranked #33.

American Institute for Advanced Investment Management first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.42M in Q4 2019. 954 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • American Institute for Advanced Investment Management held 6,795 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.34M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 12 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.32K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.78% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #33 holding.
  • American Institute for Advanced Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.42M in Q4 2019.
  • 954 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.