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Benjamin Edwards Inc’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Benjamin Edwards Inc’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 		$43.5M Buy
219,953
+10,951
+5% +$2.12M 0.4% 66
2026
Q1 		$38.5M Buy
209,002
+9,028
+5% +$1.69M 0.38% 73
2025
Q4 		$35.5M Buy
199,974
+10,641
+6% +$1.86M 0.39% 71
2025
Q3 		$33.1M Buy
189,333
+5,401
+3% +$919K 0.37% 75
2025
Q2 		$30.2M Buy
183,932
+4,352
+2% +$689K 0.39% 74
2025
Q1 		$28.8M Buy
179,580
+22,032
+14% +$3.6M 0.4% 72
2024
Q4 		$25.5M Buy
157,548
+8,295
+6% +$1.4M 0.36% 75
2024
Q3 		$25M Buy
149,253
+148,341
+16,265% +$23.6M 0.36% 80
2024
Q2 		$137K Buy
912
+49
+6% +$7.44K 0.03% 383
2024
Q1 		$135K Buy
863
+55
+7% +$8.07K 0.03% 383
2023
Q4 		$117K Buy
808
+64
+9% +$8.6K 0.03% 399
2023
Q3 		$97K Buy
744
+308
+71% +$42.7K 0.02% 396
2023
Q2 		$60K Buy
436
+5
+1% +$667 0.01% 445
2023
Q1 		$58K Sell
431
-76
-15% -$10.5K 0.01% 441
2022
Q4 		$69K Buy
507
+4
+0.8% +$537 0.02% 393
2022
Q3 		$61K Sell
503
-22
-4% -$2.98K 0.02% 400
2022
Q2 		$68K Buy
525
+38
+8% +$5.38K 0.02% 397
2022
Q1 		$73K Buy
487
+33
+7% +$4.85K 0.02% 415
2021
Q4 		$68K Buy
454
+33
+8% +$4.85K 0.02% 395
2021
Q3 		$59K Sell
421
-3
-0.7% -$426 0.04% 282
2021
Q2 		$60K Sell
424
-120
-22% -$17K 0.04% 254
2021
Q1 		$73K Buy
544
+17
+3% +$2.18K 0.06% 233
2020
Q4 		$63K Buy
527
+44
+9% +$4.93K 0.05% 230
2020
Q3 		$49K Buy
483
+73
+18% +$7.39K 0.04% 222
2020
Q2 		$39K Buy
410
+58
+16% +$5.32K 0.03% 222
2020
Q1 		$29K Buy
352
+222
+171% +$23.9K 0.03% 212
2019
Q4 		$15K Buy
130
+3
+2% +$346 0.03% 201
2019
Q3 		$14K Sell
127
-1
-0.8% -$111 0.03% 199
2019
Q2 		$14K Buy
+128
New +$14K 0.03% 190

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

Benjamin Edwards Inc's VOE Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.2% in Q2 2026, buying an estimated $2.12M and bringing the position to 219,953 shares worth $43.5M. The position accounts for 0.4% of the portfolio, ranked #66.

Benjamin Edwards Inc first reported a position in VOE in Q2 2019 and has held it in 29 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Benjamin Edwards Inc held 219,953 shares of Vanguard Morningstar Mid-Cap Value ETF worth $43.5M as of Q2 2026.
  • Benjamin Edwards Inc bought 10,951 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.12M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.4% of Benjamin Edwards Inc's portfolio in Q2 2026, its #66 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.