Bruce G. Allen Investments’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bruce G. Allen Investments’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	$5.1M	Sell	27,654 -607	-2%	-$113K	3.33%	6
2025 Q4	$5.01M	Buy	28,261 +1,322	+5%	+$231K	3.39%	6
2025 Q3	$4.7M	Buy	26,939 +409	+2%	+$69.6K	3.37%	6
2025 Q2	$4.36M	Buy	26,530 +104	+0.4%	+$16.5K	3.31%	6
2025 Q1	$4.24M	Sell	26,426 -298	-1%	-$48.7K	3.36%	6
2024 Q4	$4.32M	Buy	26,724 +1,568	+6%	+$265K	3.51%	6
2024 Q3	$4.22M	Sell	25,156 -1,174	-4%	-$187K	3.28%	6
2024 Q2	$3.96M	Buy	26,330 +561	+2%	+$85.1K	3.33%	6
2024 Q1	$4.02M	Buy	25,769 +40	+0.2%	+$5.87K	3.3%	6
2023 Q4	$3.73M	Buy	+25,729	New	+$3.46M	3.4%	6

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

Bruce G. Allen Investments's VOE Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.1% in Q1 2026, selling an estimated $113K and leaving 27,654 shares worth $5.1M. The position accounts for 3.33% of the portfolio, ranked #6.

Bruce G. Allen Investments first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. 1,218 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Bruce G. Allen Investments held 27,654 shares of Vanguard Mid-Cap Value ETF worth $5.1M as of Q1 2026.
Bruce G. Allen Investments sold 607 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $113K.
Vanguard Mid-Cap Value ETF made up 3.33% of Bruce G. Allen Investments's portfolio in Q1 2026, its #6 holding.
Bruce G. Allen Investments first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.