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Anchor Investment Management’s Vanguard Morningstar 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
Q2 		$168K Sell
848
-61
-7% -$11.8K 0.01% 413
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 $1.89T 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

Anchor Investment Management's VOE Position: Q2 2026 in Review

Anchor Investment Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.7% in Q2 2026, selling an estimated $11.8K and leaving 848 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #413.

Anchor Investment Management first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Anchor Investment Management held 848 shares of Vanguard Morningstar Mid-Cap Value ETF worth $168K as of Q2 2026.
  • Anchor Investment Management sold 61 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $11.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #413 holding.
  • Anchor Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.