Atlantic Union Bankshares’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Atlantic Union Bankshares’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	$1.98M	Hold	10,027	–	–	0.03%	287
2026 Q1	$1.85M	Sell	10,027 -1	-0%	-$187	0.04%	287
2025 Q4	$1.78M	Buy	10,028 +1	+0%	+$175	0.03%	306
2025 Q3	$1.75M	Hold	10,027	–	–	0.03%	305
2025 Q2	$1.65M	Sell	10,027 -66	-0.7%	-$10.4K	0.04%	267
2025 Q1	$1.62M	Sell	10,093 -172	-2%	-$28.1K	0.1%	151
2024 Q4	$1.66M	Buy	10,265 +596	+6%	+$101K	0.1%	159
2024 Q3	$1.62M	Hold	9,669	–	–	0.09%	167
2024 Q2	$1.45M	Sell	9,669 -21	-0.2%	-$3.19K	0.09%	170
2024 Q1	$1.51M	Buy	9,690 +1,006	+12%	+$148K	0.13%	147
2023 Q4	$1.26M	Sell	8,684 -1,253	-13%	-$168K	0.12%	160
2023 Q3	$1.3M	Sell	9,937 -2,788	-22%	-$386K	0.13%	142
2023 Q2	$1.76M	Sell	12,725 -3,394	-21%	-$452K	0.18%	118
2023 Q1	$2.16M	Buy	16,119 +207	+1%	+$28.7K	0.22%	103
2022 Q4	$2.15M	Buy	15,912 +10,914	+218%	+$1.46M	0.23%	104
2022 Q3	$609K	Sell	4,998 -189	-4%	-$25.6K	0.07%	161
2022 Q2	$672K	Buy	5,187 +897	+21%	+$127K	0.07%	157
2022 Q1	$642K	Hold	4,290	–	–	0.06%	175
2021 Q4	$645K	Hold	4,290	–	–	0.05%	175
2021 Q3	$599K	Hold	4,290	–	–	0.06%	180
2021 Q2	$603K	Buy	+4,290	New	+$606K	0.06%	185

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atlantic Union Bankshares's VOE Position: Q2 2026 in Review

Atlantic Union Bankshares held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 10,027 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #287.

Atlantic Union Bankshares first reported a position in VOE in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.16M in Q1 2023. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Atlantic Union Bankshares held 10,027 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.98M as of Q2 2026.
Atlantic Union Bankshares left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Atlantic Union Bankshares's portfolio in Q2 2026, its #287 holding.
Atlantic Union Bankshares first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
Atlantic Union Bankshares's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.16M in Q1 2023.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.