Arax Advisory Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Arax Advisory 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 Q1	$12.7M	Buy	68,776 +38,843	+130%	+$7.26M	0.36%	62
2025 Q4	$5.31M	Buy	+29,933	New	+$5.24M	0.15%	118
2025 Q3	–	Sell	-25,533	Closed	-$4.2M	–	4302
2025 Q2	$4.2M	Buy	25,533 +11,437	+81%	+$1.81M	0.19%	92
2025 Q1	$2.26M	Buy	14,096 +4,708	+50%	+$770K	0.15%	107
2024 Q4	$1.52M	Sell	9,388 -18,227	-66%	-$3.07M	0.1%	128
2024 Q3	$4.63M	Buy	27,615 +20,063	+266%	+$3.19M	0.41%	39
2024 Q2	$1.14M	Hold	7,552	–	–	0.11%	109
2024 Q1	$1.18M	Sell	7,552 -909	-11%	-$133K	0.12%	93
2023 Q4	$1.23M	Buy	+8,461	New	+$1.14M	0.14%	86
2023 Q3	–	Sell	-13	Closed	-$1.78K	–	1372
2023 Q2	$1.78K	Sell	13 -34,517	-100%	-$4.6M	﹤0.01%	1018
2023 Q1	$4.63M	Buy	34,530 +15,992	+86%	+$2.22M	0.61%	36
2022 Q4	$2.51M	Sell	18,538 -16,981	-48%	-$2.28M	0.35%	45
2022 Q3	$4.33M	Buy	35,519 +1,721	+5%	+$233K	0.68%	30
2022 Q2	$4.38M	Buy	33,798 +314	+0.9%	+$44.4K	0.66%	32
2022 Q1	$5.01M	Sell	33,484 -3,214	-9%	-$473K	0.67%	35
2021 Q4	$5.52M	Buy	36,698 +16,324	+80%	+$2.4M	0.7%	28
2021 Q3	$2.84M	Sell	20,374 -24,144	-54%	-$3.43M	0.39%	42
2021 Q2	$6.25M	Buy	+44,518	New	+$6.29M	0.85%	27
2018 Q4	–	Sell	-77	Closed	-$9K	–	617
2018 Q3	$9K	Hold	77	–	–	﹤0.01%	480
2018 Q2	$8K	Buy	77 +1	+1%	+$111	﹤0.01%	361
2018 Q1	$8K	Hold	76	–	–	﹤0.01%	340
2017 Q4	$8K	Hold	76	–	–	﹤0.01%	341
2017 Q3	$8K	Hold	76	–	–	﹤0.01%	343
2017 Q2	$8K	Buy	76 +1	+1%	+$102	﹤0.01%	360
2017 Q1	$7K	Hold	75	–	–	﹤0.01%	344
2016 Q4	$7K	Buy	+75	New	+$7.11K	﹤0.01%	338

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arax Advisory Partners's VOE Position: Q1 2026 in Review

Arax Advisory Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 130% in Q1 2026, buying an estimated $7.26M and bringing the position to 68,776 shares worth $12.7M. The position accounts for 0.36% of the portfolio, ranked #62.

Arax Advisory Partners first reported a position in VOE in Q4 2016 and has held it in 26 quarters since. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Arax Advisory Partners held 68,776 shares of Vanguard Morningstar Mid-Cap Value ETF worth $12.7M as of Q1 2026.
Arax Advisory Partners bought 38,843 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $7.26M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.36% of Arax Advisory Partners's portfolio in Q1 2026, its #62 holding.
Arax Advisory Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2016 and has held it in 26 quarters since.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.