Bishop & Co Investment Management’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 | $1.13M | Hold |
5,721
| – | – | 0.35% | 15 |
|
|
2026
Q1 | $1.05M | Sell |
5,721
-1,729
| -23% | -$323K | 0.36% | 14 |
|
|
2025
Q4 | $1.32M | Sell |
7,450
-7
| -0.1% | -$1.23K | 0.44% | 18 |
|
|
2025
Q3 | $1.3M | Sell |
7,457
-203
| -3% | -$34.5K | 0.44% | 18 |
|
|
2025
Q2 | $1.26M | Buy |
7,660
+2,513
| +49% | +$398K | 0.45% | 19 |
|
|
2025
Q1 | $826K | Buy |
5,147
+856
| +20% | +$140K | 0.32% | 19 |
|
|
2024
Q4 | $694K | Sell |
4,291
-86
| -2% | -$14.5K | 0.26% | 18 |
|
|
2024
Q3 | $734K | Hold |
4,377
| – | – | 0.28% | 18 |
|
|
2024
Q2 | $658K | Sell |
4,377
-225
| -5% | -$34.1K | 0.4% | 16 |
|
|
2024
Q1 | $717K | Sell |
4,602
-6,155
| -57% | -$904K | 0.3% | 18 |
|
|
2023
Q4 | $1.56M | Buy |
+10,757
| New | +$1.44M | 0.66% | 18 |
|
|
2023
Q3 | – | Sell |
-15,163
| Closed | -$2.1M | – | 17 |
|
|
2023
Q2 | $2.1M | Buy |
15,163
+2,076
| +16% | +$277K | 0.93% | 16 |
|
|
2023
Q1 | $1.75M | Sell |
13,087
-333
| -2% | -$46.2K | 0.81% | 16 |
|
|
2022
Q4 | $1.81M | Buy |
13,420
+249
| +2% | +$33.4K | 0.88% | 16 |
|
|
2022
Q3 | $1.6M | Sell |
13,171
-41
| -0.3% | -$5.55K | 0.84% | 16 |
|
|
2022
Q2 | $1.71M | Buy |
13,212
+4,351
| +49% | +$615K | 0.85% | 16 |
|
|
2022
Q1 | $1.33M | Sell |
8,861
-138
| -2% | -$20.3K | 0.57% | 15 |
|
|
2021
Q4 | $1.35M | Hold |
8,999
| – | – | 0.56% | 15 |
|
|
2021
Q3 | $1.26M | Buy |
8,999
+100
| +1% | +$14.2K | 0.61% | 15 |
|
|
2021
Q2 | $1.25M | Buy |
8,899
+128
| +1% | +$18.1K | 0.61% | 15 |
|
|
2021
Q1 | $1.18M | Buy |
8,771
+194
| +2% | +$24.8K | 0.61% | 16 |
|
|
2020
Q4 | $1.02M | Hold |
8,577
| – | – | 0.56% | 16 |
|
|
2020
Q3 | $869K | Sell |
8,577
-647
| -7% | -$65.5K | 0.55% | 16 |
|
|
2020
Q2 | $883K | Buy |
+9,224
| New | +$846K | 0.6% | 15 |
|
|
2019
Q4 | – | Sell |
-2,343
| Closed | -$265K | – | 23 |
|
|
2019
Q3 | $265K | Hold |
2,343
| – | – | 0.19% | 21 |
|
|
2019
Q2 | $261K | Hold |
2,343
| – | – | 0.19% | 21 |
|
|
2019
Q1 | $253K | Hold |
2,343
| – | – | 0.19% | 21 |
|
|
2018
Q4 | $223K | Buy |
+2,343
| New | +$246K | 0.19% | 21 |
|
|
2017
Q2 | – | Sell |
-3,986
| Closed | -$406K | – | 17 |
|
|
2017
Q1 | $406K | Hold |
3,986
| – | – | 0.37% | 14 |
|
|
2016
Q4 | $387K | Hold |
3,986
| – | – | 0.37% | 14 |
|
|
2016
Q3 | $373K | Hold |
3,986
| – | – | 0.38% | 14 |
|
|
2016
Q2 | $355K | Buy |
+3,986
| New | +$351K | 0.37% | 14 |
|
Other funds holding VOE
EWA
Bishop & Co Investment Management's VOE Position: Q2 2026 in Review
Bishop & Co Investment Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 5,721 shares worth $1.13M. The position accounts for 0.35% of the portfolio, ranked #15.
Bishop & Co Investment Management first reported a position in VOE in Q2 2016 and has held it in 32 quarters since. The position peaked at $2.1M in Q2 2023. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Bishop & Co Investment Management held 5,721 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.13M as of Q2 2026.
- Bishop & Co Investment Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.35% of Bishop & Co Investment Management's portfolio in Q2 2026, its #15 holding.
- Bishop & Co Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2016 and has held it in 32 quarters since.
- Bishop & Co Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.1M in Q2 2023.
- 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Bishop & Co Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.