Atomi Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Atomi Financial Group’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	$638K	Buy	3,464 +73	+2%	+$13.6K	0.02%	618
2025 Q4	$601K	Buy	3,391 +43	+1%	+$7.53K	0.02%	610
2025 Q3	$585K	Buy	3,348 +31	+0.9%	+$5.28K	0.02%	592
2025 Q2	$545K	Sell	3,317 -2,354	-42%	-$373K	0.02%	551
2025 Q1	$910K	Buy	5,671 +23	+0.4%	+$3.76K	0.04%	336
2024 Q4	$914K	Buy	+5,648	New	+$953K	0.05%	284

Other funds holding VOE

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Atomi Financial Group's VOE Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 2.2% in Q1 2026, buying an estimated $13.6K and bringing the position to 3,464 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #618.

Atomi Financial Group first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $914K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Atomi Financial Group held 3,464 shares of Vanguard Mid-Cap Value ETF worth $638K as of Q1 2026.
Atomi Financial Group bought 73 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $13.6K.
Vanguard Mid-Cap Value ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #618 holding.
Atomi Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Atomi Financial Group's Vanguard Mid-Cap Value ETF position peaked at $914K in Q4 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.