Atomic Invest
VOE icon

Atomic Invest’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Atomic Invest’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
Q3 		$25K Sell
128
-8
-6% -$1.64K ﹤0.01% 216
2026
Q2 		$27.1K Hold
136
– – ﹤0.01% 178
2026
Q1 		$24.7K Buy
+136
New +$25.4K 0.01% 166

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Atomic Invest's VOE Position: Q3 2026 in Review

Atomic Invest reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.9% in Q3 2026, selling an estimated $1.64K and leaving 128 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Atomic Invest first reported a position in VOE in Q1 2026 and has held it in 3 quarters since. The position peaked at $27.1K in Q2 2026. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Atomic Invest held 128 shares of Vanguard Morningstar Mid-Cap Value ETF worth $25K as of Q3 2026.
  • Atomic Invest sold 8 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $1.64K.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Atomic Invest's portfolio in Q3 2026, its #216 holding.
  • Atomic Invest first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Atomic Invest's Vanguard Morningstar Mid-Cap Value ETF position peaked at $27.1K in Q2 2026.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.