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

Atlas 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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Capital Advisors's VOE Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.8% in Q1 2026, selling an estimated $655K and leaving 57,318 shares worth $10.6M. The position accounts for 1.21% of the portfolio, ranked #15.

Atlas Capital Advisors first reported a position in VOE in Q1 2018 and has held it in 32 quarters since. The position peaked at $13.4M in Q1 2024. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Atlas Capital Advisors held 57,318 shares of Vanguard Morningstar Mid-Cap Value ETF worth $10.6M as of Q1 2026.
  • Atlas Capital Advisors sold 3,508 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $655K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.21% of Atlas Capital Advisors's portfolio in Q1 2026, its #15 holding.
  • Atlas Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $13.4M in Q1 2024.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.