Blalock Williams’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Blalock Williams’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	$226K	Sell	1,229 -1	-0.1%	-$187	0.18%	128
2025 Q4	$218K	Sell	1,230 -177	-13%	-$31K	0.17%	126
2025 Q3	$246K	Hold	1,407	–	–	0.22%	112
2025 Q2	$231K	Hold	1,407	–	–	0.23%	108
2025 Q1	$226K	Sell	1,407 -149	-10%	-$24.4K	0.25%	98
2024 Q4	$252K	Buy	+1,556	New	+$262K	0.29%	90

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

Blalock Williams's VOE Position: Q1 2026 in Review

Blalock Williams reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.08% in Q1 2026, selling an estimated $187 and leaving 1,229 shares worth $226K. The position accounts for 0.18% of the portfolio, ranked #128.

Blalock Williams first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $252K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Blalock Williams held 1,229 shares of Vanguard Mid-Cap Value ETF worth $226K as of Q1 2026.
Blalock Williams sold 1 Vanguard Mid-Cap Value ETF share in Q1 2026, an estimated $187.
Vanguard Mid-Cap Value ETF made up 0.18% of Blalock Williams's portfolio in Q1 2026, its #128 holding.
Blalock Williams first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Blalock Williams's Vanguard Mid-Cap Value ETF position peaked at $252K in Q4 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.