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Baldwin Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Baldwin Investment Management’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
Q2 		$565K Buy
2,859
+12
+0.4% +$2.32K 0.05% 155
2026
Q1 		$525K Buy
2,847
+14
+0.5% +$2.62K 0.06% 152
2025
Q4 		$503K Buy
2,833
+25
+0.9% +$4.38K 0.06% 154
2025
Q3 		$490K Sell
2,808
-136
-5% -$23.1K 0.06% 154
2025
Q2 		$484K Sell
2,944
-5,150
-64% -$815K 0.06% 151
2025
Q1 		$1.3M Sell
8,094
-63
-0.8% -$10.3K 0.16% 81
2024
Q4 		$1.32M Sell
8,157
-759
-9% -$128K 0.17% 79
2024
Q3 		$1.49M Buy
8,916
+3
+0% +$477 0.19% 77
2024
Q2 		$1.34M Hold
8,913
– – 0.18% 85
2024
Q1 		$1.39M Buy
8,913
+2,594
+41% +$381K 0.19% 85
2023
Q4 		$916K Hold
6,319
– – 0.14% 102
2023
Q3 		$828K Buy
6,319
+29
+0.5% +$4.02K 0.14% 104
2023
Q2 		$870K Sell
6,290
-25
-0.4% -$3.33K 0.14% 101
2023
Q1 		$847K Hold
6,315
– – 0.15% 99
2022
Q4 		$854K Sell
6,315
-475
-7% -$63.7K 0.15% 95
2022
Q3 		$827K Sell
6,790
-2,486
-27% -$337K 0.17% 94
2022
Q2 		$1.2M Buy
9,276
+11
+0.1% +$1.56K 0.23% 80
2022
Q1 		$1.39M Sell
9,265
-19
-0.2% -$2.79K 0.21% 82
2021
Q4 		$1.4M Buy
9,284
+9
+0.1% +$1.32K 0.22% 85
2021
Q3 		$1.29M Buy
9,275
+10
+0.1% +$1.42K 0.23% 76
2021
Q2 		$1.3M Sell
9,265
-28
-0.3% -$3.96K 0.22% 78
2021
Q1 		$1.25M Buy
9,293
+2,428
+35% +$311K 0.23% 82
2020
Q4 		$817K Sell
6,865
-50
-0.7% -$5.6K 0.16% 105
2020
Q3 		$701K Buy
6,915
+200
+3% +$20.3K 0.16% 100
2020
Q2 		$643K Buy
6,715
+10
+0.1% +$917 0.2% 76
2020
Q1 		$545K Buy
6,705
+15
+0.2% +$1.61K 0.19% 73
2019
Q4 		$797K Buy
6,690
+20
+0.3% +$2.3K 0.21% 73
2019
Q3 		$754K Hold
6,670
– – 0.22% 68
2019
Q2 		$743K Hold
6,670
– – 0.21% 73
2019
Q1 		$720K Buy
6,670
+50
+0.8% +$5.25K 0.22% 74
2018
Q4 		$631K Hold
6,620
– – 0.2% 75
2018
Q3 		$749K Hold
6,620
– – 0.21% 74
2018
Q2 		$731K Buy
+6,620
New +$733K 0.23% 74

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Baldwin Investment Management's VOE Position: Q2 2026 in Review

Baldwin Investment Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.42% in Q2 2026, buying an estimated $2.32K and bringing the position to 2,859 shares worth $565K. The position accounts for 0.05% of the portfolio, ranked #155.

Baldwin Investment Management first reported a position in VOE in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.49M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Baldwin Investment Management held 2,859 shares of Vanguard Morningstar Mid-Cap Value ETF worth $565K as of Q2 2026.
  • Baldwin Investment Management bought 12 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.32K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Baldwin Investment Management's portfolio in Q2 2026, its #155 holding.
  • Baldwin Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and has held it in 33 quarters since.
  • Baldwin Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.49M in Q3 2024.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.