Atlas Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.6M | Buy |
63,984
+6,666
| +12% | +$1.29M | 1.38% | 7 |
|
|
2026
Q1 | $10.6M | Sell |
57,318
-3,508
| -6% | -$655K | 1.21% | 15 |
|
|
2025
Q4 | $10.8M | Buy |
+60,826
| New | +$10.6M | 1.2% | 12 |
|
|
2025
Q2 | $6.43M | Sell |
39,113
-25,954
| -40% | -$4.11M | 0.79% | 31 |
|
|
2025
Q1 | $10.4M | Buy |
65,067
+2,676
| +4% | +$437K | 1.31% | 11 |
|
|
2024
Q4 | $10.1M | Buy |
62,391
+693
| +1% | +$117K | 1.28% | 17 |
|
|
2024
Q3 | $10.3M | Sell |
61,698
-21,936
| -26% | -$3.49M | 1.58% | 10 |
|
|
2024
Q2 | $12.6M | Sell |
83,634
-2,217
| -3% | -$336K | 1.63% | 10 |
|
|
2024
Q1 | $13.4M | Buy |
85,851
+31,009
| +57% | +$4.55M | 2.09% | 5 |
|
|
2023
Q4 | $7.95M | Sell |
54,842
-7,422
| -12% | -$997K | 1.15% | 20 |
|
|
2023
Q3 | $8.15M | Buy |
62,264
+363
| +0.6% | +$50.3K | 1.34% | 17 |
|
|
2023
Q2 | $8.57M | Buy |
61,901
+8,448
| +16% | +$1.13M | 1.3% | 18 |
|
|
2023
Q1 | $7.17M | Sell |
53,453
-12,849
| -19% | -$1.78M | 1.13% | 22 |
|
|
2022
Q4 | $8.97M | Buy |
66,302
+19,534
| +42% | +$2.62M | 1.51% | 15 |
|
|
2022
Q3 | $5.69M | Buy |
46,768
+4,633
| +11% | +$627K | 1.04% | 24 |
|
|
2022
Q2 | $5.46M | Sell |
42,135
-4,666
| -10% | -$660K | 0.92% | 24 |
|
|
2022
Q1 | $7M | Buy |
46,801
+3,150
| +7% | +$463K | 1.09% | 21 |
|
|
2021
Q4 | $6.56M | Buy |
43,651
+94
| +0.2% | +$13.8K | 0.98% | 25 |
|
|
2021
Q3 | $6.08M | Buy |
43,557
+768
| +2% | +$109K | 0.98% | 26 |
|
|
2021
Q2 | $6.01M | Buy |
42,789
+4,846
| +13% | +$685K | 1.01% | 21 |
|
|
2021
Q1 | $5.12M | Buy |
37,943
+1,559
| +4% | +$200K | 0.99% | 23 |
|
|
2020
Q4 | $4.33M | Buy |
36,384
+3,281
| +10% | +$368K | 0.91% | 24 |
|
|
2020
Q3 | $3.36M | Sell |
33,103
-19
| -0.1% | -$1.93K | 0.79% | 29 |
|
|
2020
Q2 | $3.17M | Buy |
33,122
+7
| +0% | +$642 | 0.74% | 28 |
|
|
2020
Q1 | $2.69M | Sell |
33,115
-12,580
| -28% | -$1.35M | 0.8% | 22 |
|
|
2019
Q4 | $5.45M | Buy |
45,695
+11,022
| +32% | +$1.27M | 1.36% | 8 |
|
|
2019
Q3 | $3.92M | Buy |
34,673
+3,035
| +10% | +$337K | 1.18% | 9 |
|
|
2019
Q2 | $3.52M | Sell |
31,638
-9,122
| -22% | -$999K | 1.16% | 10 |
|
|
2019
Q1 | $4.4M | Sell |
40,760
-395
| -1% | -$41.5K | 1.59% | 4 |
|
|
2018
Q4 | $3.92M | Sell |
41,155
-12,325
| -23% | -$1.29M | 1.57% | 5 |
|
|
2018
Q3 | $6.04M | Buy |
53,480
+20,067
| +60% | +$2.28M | 2.02% | 3 |
|
|
2018
Q2 | $3.77M | Sell |
33,413
-3,665
| -10% | -$406K | 1.34% | 10 |
|
|
2018
Q1 | $4.06M | Buy |
+37,078
| New | +$4.17M | 1.24% | 11 |
|
Other funds holding VOE
EWA
Atlas Capital Advisors's VOE Position: Q2 2026 in Review
Atlas Capital Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 12% in Q2 2026, buying an estimated $1.29M and bringing the position to 63,984 shares worth $12.6M. The position accounts for 1.38% of the portfolio, ranked #7.
Atlas Capital Advisors first reported a position in VOE in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.4M in Q1 2024. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Atlas Capital Advisors held 63,984 shares of Vanguard Morningstar Mid-Cap Value ETF worth $12.6M as of Q2 2026.
- Atlas Capital Advisors bought 6,666 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.29M.
- Vanguard Morningstar Mid-Cap Value ETF made up 1.38% of Atlas Capital Advisors's portfolio in Q2 2026, its #7 holding.
- Atlas Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2018 and has held it in 33 quarters since.
- Atlas Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $13.4M in Q1 2024.
- 1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.