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Anchor Investment Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Anchor 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
Q1 		$168K Buy
909
+75
+9% +$14K 0.01% 405
2025
Q4 		$148K Buy
834
+121
+17% +$21.2K 0.01% 424
2025
Q3 		$124K Buy
713
+304
+74% +$51.7K 0.01% 442
2025
Q2 		$67.3K Buy
409
+7
+2% +$1.11K 0.01% 538
2025
Q1 		$64.5K Buy
402
+11
+3% +$1.8K 0.01% 528
2024
Q4 		$63.3K Buy
391
+24
+7% +$4.05K 0.01% 536
2024
Q3 		$61.5K Sell
367
-2
-0.5% -$318 0.01% 536
2024
Q2 		$55.5K Buy
369
+8
+2% +$1.21K 0.01% 503
2024
Q1 		$56.3K Buy
361
+211
+141% +$31K 0.01% 511
2023
Q4 		$21.8K Hold
150
– – ﹤0.01% 647
2023
Q3 		$19.6K Hold
150
– – ﹤0.01% 655
2023
Q2 		$20.8K Hold
150
– – ﹤0.01% 633
2023
Q1 		$20.1K Hold
150
– – ﹤0.01% 662
2022
Q4 		$20.3K Sell
150
-52
-26% -$6.98K ﹤0.01% 642
2022
Q3 		$24.6K Hold
202
– – ﹤0.01% 604
2022
Q2 		$26.2K Buy
202
+52
+35% +$7.36K ﹤0.01% 607
2022
Q1 		$22.5K Hold
150
– – ﹤0.01% 648
2021
Q4 		$22.6K Hold
150
– – ﹤0.01% 680
2021
Q3 		$20.9K Hold
150
– – ﹤0.01% 638
2021
Q2 		$21.1K Hold
150
– – ﹤0.01% 648
2021
Q1 		$20.2K Hold
150
– – ﹤0.01% 627
2020
Q4 		$17.8K Buy
+150
New +$16.8K ﹤0.01% 611

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Anchor Investment Management's VOE Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 9% in Q1 2026, buying an estimated $14K and bringing the position to 909 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #405.

Anchor Investment Management first reported a position in VOE in Q4 2020 and has held it in 22 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Anchor Investment Management held 909 shares of Vanguard Mid-Cap Value ETF worth $168K as of Q1 2026.
  • Anchor Investment Management bought 75 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $14K.
  • Vanguard Mid-Cap Value ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #405 holding.
  • Anchor Investment Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.