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Aptus Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Aptus Capital 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
Q2 		$2.93M Sell
14,852
-1,024
-6% -$198K 0.02% 447
2026
Q1 		$2.93M Sell
15,876
-1,136
-7% -$212K 0.02% 415
2025
Q4 		$3.02M Buy
17,012
+806
+5% +$141K 0.02% 387
2025
Q3 		$2.83M Sell
16,206
-2,611
-14% -$444K 0.02% 385
2025
Q2 		$3.09M Sell
18,817
-522
-3% -$82.7K 0.03% 358
2025
Q1 		$3.1M Buy
19,339
+216
+1% +$35.3K 0.03% 338
2024
Q4 		$3.09M Sell
19,123
-1,286
-6% -$217K 0.03% 336
2024
Q3 		$3.42M Sell
20,409
-5,117
-20% -$813K 0.05% 259
2024
Q2 		$3.84M Sell
25,526
-27,137
-52% -$4.12M 0.07% 214
2024
Q1 		$8.21M Buy
52,663
+31,182
+145% +$4.58M 0.15% 131
2023
Q4 		$3.11M Buy
21,481
+9,563
+80% +$1.28M 0.09% 174
2023
Q3 		$1.56M Buy
11,918
+8,361
+235% +$1.16M 0.04% 252
2023
Q2 		$492K Buy
3,557
+312
+10% +$41.6K 0.01% 326
2023
Q1 		$435K Buy
3,245
+2,907
+860% +$403K 0.01% 338
2022
Q4 		$45.7K Hold
338
– – ﹤0.01% 603
2022
Q3 		$41K Buy
338
+75
+29% +$10.2K ﹤0.01% 564
2022
Q2 		$34K Hold
263
– – ﹤0.01% 500
2022
Q1 		$39K Hold
263
– – ﹤0.01% 526
2021
Q4 		$40K Hold
263
– – ﹤0.01% 439
2021
Q3 		$37K Sell
263
-36
-12% -$5.11K ﹤0.01% 430
2021
Q2 		$42K Buy
+299
New +$42.3K ﹤0.01% 439
2020
Q4 		– Sell
-526
Closed -$53K – 536
2020
Q3 		$53K Buy
526
+263
+100% +$26.6K ﹤0.01% 351
2020
Q2 		$25K Hold
263
– – ﹤0.01% 350
2020
Q1 		$21K Hold
263
– – ﹤0.01% 345
2019
Q4 		$31K Buy
+263
New +$30.3K ﹤0.01% 419

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

Aptus Capital Advisors's VOE Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.4% in Q2 2026, selling an estimated $198K and leaving 14,852 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #447.

Aptus Capital Advisors first reported a position in VOE in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.21M in Q1 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Aptus Capital Advisors held 14,852 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.93M as of Q2 2026.
  • Aptus Capital Advisors sold 1,024 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $198K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #447 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $8.21M in Q1 2024.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.