Beckerman Institutional’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Beckerman Institutional’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	$440K	Hold	2,390	–	–	0.23%	87
2025 Q4	$424K	Hold	2,390	–	–	0.24%	88
2025 Q3	$417K	Buy	2,390 +2	+0.1%	+$340	0.25%	81
2025 Q2	$393K	Sell	2,388 -357	-13%	-$56.5K	0.26%	77
2025 Q1	$441K	Buy	2,745 +1	+0%	+$163	0.32%	73
2024 Q4	$444K	Buy	2,744 +650	+31%	+$110K	0.36%	69
2024 Q3	$351K	Buy	+2,094	New	+$333K	0.3%	74

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

Beckerman Institutional's VOE Position: Q1 2026 in Review

Beckerman Institutional held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 2,390 shares worth $440K. The position accounts for 0.23% of the portfolio, ranked #87.

Beckerman Institutional first reported a position in VOE in Q3 2024 and has held it in 7 quarters since. The position peaked at $444K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Beckerman Institutional held 2,390 shares of Vanguard Mid-Cap Value ETF worth $440K as of Q1 2026.
Beckerman Institutional left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.23% of Beckerman Institutional's portfolio in Q1 2026, its #87 holding.
Beckerman Institutional first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's Vanguard Mid-Cap Value ETF position peaked at $444K in Q4 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.