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Autumn Glory Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Autumn Glory Partners’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 		$737K Hold
4,001
– – 0.27% 87
2025
Q4 		$710K Buy
+4,001
New +$700K 0.25% 99

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Betterment LLC
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Jones Financial Companies
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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
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Autumn Glory Partners's VOE Position: Q1 2026 in Review

Autumn Glory Partners held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 4,001 shares worth $737K. The position accounts for 0.27% of the portfolio, ranked #87.

Autumn Glory Partners first reported a position in VOE in Q4 2025 and has held it in 2 quarters since. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Autumn Glory Partners held 4,001 shares of Vanguard Morningstar Mid-Cap Value ETF worth $737K as of Q1 2026.
  • Autumn Glory Partners left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.27% of Autumn Glory Partners's portfolio in Q1 2026, its #87 holding.
  • Autumn Glory Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.