Becker Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Becker Capital 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	$810K	Sell	4,099 -424	-9%	-$82K	0.02%	194
2026 Q1	$834K	Sell	4,523 -153	-3%	-$28.6K	0.02%	184
2025 Q4	$829K	Sell	4,676 -131	-3%	-$22.9K	0.02%	197
2025 Q3	$843K	Sell	4,807 -19	-0.4%	-$3.23K	0.02%	188
2025 Q2	$798K	Sell	4,826 -20,336	-81%	-$3.22M	0.02%	186
2025 Q1	$4.04M	Hold	25,162	–	–	0.13%	109
2024 Q4	$4.07M	Hold	25,162	–	–	0.13%	108
2024 Q3	$4.22M	Buy	25,162 +214	+0.9%	+$34K	0.14%	110
2024 Q2	$3.77M	Sell	24,948 -28	-0.1%	-$4.25K	0.13%	113
2024 Q1	$3.89M	Hold	24,976	–	–	0.13%	106
2023 Q4	$3.62M	Sell	24,976 -56	-0.2%	-$7.52K	0.13%	108
2023 Q3	$3.28M	Buy	25,032 +84	+0.3%	+$11.6K	0.13%	109
2023 Q2	$3.45M	Hold	24,948	–	–	0.13%	108
2023 Q1	$3.34M	Buy	+24,948	New	+$3.46M	0.13%	109

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Becker Capital Management's VOE Position: Q2 2026 in Review

Becker Capital Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.4% in Q2 2026, selling an estimated $82K and leaving 4,099 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #194.

Becker Capital Management first reported a position in VOE in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.22M in Q3 2024. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Becker Capital Management held 4,099 shares of Vanguard Morningstar Mid-Cap Value ETF worth $810K as of Q2 2026.
Becker Capital Management sold 424 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $82K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Becker Capital Management's portfolio in Q2 2026, its #194 holding.
Becker Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Becker Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.22M in Q3 2024.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.