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Ameritas Investment Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ameritas Investment Partners’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 		$55K Buy
278
+1
+0.4% +$193 ﹤0.01% 2209
2026
Q1 		$51.1K Sell
277
-103
-27% -$19.2K ﹤0.01% 2081
2025
Q4 		$67.4K Buy
380
+92
+32% +$16.1K ﹤0.01% 1933
2025
Q3 		$50.3K Buy
288
+1
+0.3% +$170 ﹤0.01% 2120
2025
Q2 		$47.2K Hold
287
– – ﹤0.01% 2223
2025
Q1 		$46K Buy
287
+242
+538% +$39.6K ﹤0.01% 2146
2024
Q4 		$7.28K Hold
45
– – ﹤0.01% 2979
2024
Q3 		$7.54K Hold
45
– – ﹤0.01% 2987
2024
Q2 		$6.77K Hold
45
– – ﹤0.01% 3007
2024
Q1 		$7.02K Sell
45
-15
-25% -$2.2K ﹤0.01% 2898
2023
Q4 		$8.7K Hold
60
– – ﹤0.01% 2877
2023
Q3 		$7.86K Sell
60
-15
-20% -$2.08K ﹤0.01% 2898
2023
Q2 		$10.4K Hold
75
– – ﹤0.01% 2902
2023
Q1 		$10.1K Hold
75
– – ﹤0.01% 2723
2022
Q4 		$10.1K Hold
75
– – ﹤0.01% 2807
2022
Q3 		$9K Hold
75
– – ﹤0.01% 2836
2022
Q2 		$9K Hold
75
– – ﹤0.01% 2869
2022
Q1 		$11K Sell
75
-93
-55% -$13.7K ﹤0.01% 2773
2021
Q4 		$25K Buy
168
+1
+0.6% +$147 ﹤0.01% 2543
2021
Q3 		$23K Hold
167
– – ﹤0.01% 2629
2021
Q2 		$23K Buy
167
+76
+84% +$10.7K ﹤0.01% 2672
2021
Q1 		$12K Hold
91
– – ﹤0.01% 2786
2020
Q4 		$10K Buy
91
+1
+1% +$112 ﹤0.01% 2794
2020
Q3 		$9K Hold
90
– – ﹤0.01% 2775
2020
Q2 		$8K Buy
90
+1
+1% +$92 ﹤0.01% 2839
2020
Q1 		$7K Buy
89
+1
+1% +$108 ﹤0.01% 2702
2019
Q4 		$10K Hold
88
– – ﹤0.01% 2747
2019
Q3 		$9K Buy
88
+1
+1% +$111 ﹤0.01% 2793
2019
Q2 		$9K Buy
+87
New +$9.53K ﹤0.01% 2837

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameritas Investment Partners's VOE Position: Q2 2026 in Review

Ameritas Investment Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.36% in Q2 2026, buying an estimated $193 and bringing the position to 278 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Ameritas Investment Partners first reported a position in VOE in Q2 2019 and has held it in 29 quarters since. The position peaked at $67.4K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Ameritas Investment Partners held 278 shares of Vanguard Morningstar Mid-Cap Value ETF worth $55K as of Q2 2026.
  • Ameritas Investment Partners bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2209 holding.
  • Ameritas Investment Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and has held it in 29 quarters since.
  • Ameritas Investment Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $67.4K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.