Biltmore Family Office’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $375K | Hold |
1,899
| – | – | 0.05% | 186 |
|
|
2026
Q1 | $350K | Hold |
1,899
| – | – | 0.05% | 188 |
|
|
2025
Q4 | $337K | Sell |
1,899
-300
| -14% | -$52.5K | 0.05% | 180 |
|
|
2025
Q3 | $386K | Buy |
2,199
+300
| +16% | +$51K | 0.05% | 160 |
|
|
2025
Q2 | $314K | Hold |
1,899
| – | – | 0.05% | 167 |
|
|
2025
Q1 | $305K | Hold |
1,899
| – | – | 0.05% | 168 |
|
|
2024
Q4 | $307K | Hold |
1,899
| – | – | 0.05% | 167 |
|
|
2024
Q3 | $318K | Hold |
1,899
| – | – | 0.05% | 168 |
|
|
2024
Q2 | $287K | Hold |
1,899
| – | – | 0.05% | 158 |
|
|
2024
Q1 | $296K | Hold |
1,899
| – | – | 0.06% | 155 |
|
|
2023
Q4 | $275K | Hold |
1,899
| – | – | 0.06% | 158 |
|
|
2023
Q3 | $249K | Hold |
1,899
| – | – | 0.06% | 164 |
|
|
2023
Q2 | $263K | Hold |
1,899
| – | – | 0.06% | 159 |
|
|
2023
Q1 | $255K | Hold |
1,899
| – | – | 0.05% | 197 |
|
|
2022
Q4 | $257K | Hold |
1,899
| – | – | 0.05% | 189 |
|
|
2022
Q3 | $231K | Hold |
1,899
| – | – | 0.05% | 156 |
|
|
2022
Q2 | $246K | Hold |
1,899
| – | – | 0.06% | 153 |
|
|
2022
Q1 | $284K | Sell |
1,899
-999
| -34% | -$147K | 0.06% | 156 |
|
|
2021
Q4 | $436K | Hold |
2,898
| – | – | 0.08% | 136 |
|
|
2021
Q3 | $405K | Buy |
2,898
+998
| +53% | +$142K | 0.1% | 123 |
|
|
2021
Q2 | $267K | Hold |
1,900
| – | – | 0.08% | 144 |
|
|
2021
Q1 | $256K | Hold |
1,900
| – | – | 0.08% | 136 |
|
|
2020
Q4 | $226K | Hold |
1,900
| – | – | 0.07% | 146 |
|
|
2020
Q3 | $193K | Sell |
1,900
-260
| -12% | -$26.3K | 0.11% | 129 |
|
|
2020
Q2 | $207K | Sell |
2,160
-8,370
| -79% | -$768K | 0.12% | 135 |
|
|
2020
Q1 | $856K | Sell |
10,530
-2,352
| -18% | -$253K | 0.56% | 53 |
|
|
2019
Q4 | $1.53M | Hold |
12,882
| – | – | 0.62% | 41 |
|
|
2019
Q3 | $1.46M | Buy |
12,882
+1,747
| +16% | +$194K | 0.63% | 48 |
|
|
2019
Q2 | $1.25M | Sell |
11,135
-100
| -0.9% | -$10.9K | 0.68% | 42 |
|
|
2019
Q1 | $1.22M | Sell |
11,235
-490
| -4% | -$51.5K | 0.62% | 49 |
|
|
2018
Q4 | $1.12M | Sell |
11,725
-1,700
| -13% | -$178K | 0.63% | 49 |
|
|
2018
Q3 | $1.53M | Sell |
13,425
-2,045
| -13% | -$232K | 0.73% | 42 |
|
|
2018
Q2 | $1.71M | Sell |
15,470
-250
| -2% | -$27.7K | 0.85% | 36 |
|
|
2018
Q1 | $1.72M | Sell |
15,720
-600
| -4% | -$67.5K | 0.76% | 43 |
|
|
2017
Q4 | $1.82M | Buy |
+16,320
| New | +$1.77M | 0.82% | 40 |
|
Other funds holding VOE
EWA
Biltmore Family Office's VOE Position: Q2 2026 in Review
Biltmore Family Office held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,899 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #186.
Biltmore Family Office first reported a position in VOE in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.82M in Q4 2017. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Biltmore Family Office held 1,899 shares of Vanguard Morningstar Mid-Cap Value ETF worth $375K as of Q2 2026.
- Biltmore Family Office left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #186 holding.
- Biltmore Family Office first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
- Biltmore Family Office's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.82M in Q4 2017.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.