C.M. Bidwell & Associates’s Vanguard 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
Q1
$601K Sell
3,259
-95
-3% -$17.7K 0.28% 57
2025
Q4
$595K Hold
3,354
0.28% 57
2025
Q3
$586K Sell
3,354
-49
-1% -$8.34K 0.28% 63
2025
Q2
$560K Sell
3,403
-230
-6% -$36.4K 0.29% 62
2025
Q1
$583K Hold
3,633
0.35% 57
2024
Q4
$588K Buy
3,633
+20
+0.6% +$3.37K 0.36% 56
2024
Q3
$606K Hold
3,613
0.37% 50
2024
Q2
$544K Sell
3,613
-9
-0.2% -$1.37K 0.36% 52
2024
Q1
$565K Sell
3,622
-18
-0.5% -$2.64K 0.38% 49
2023
Q4
$528K Hold
3,640
0.39% 47
2023
Q3
$477K Hold
3,640
0.36% 48
2023
Q2
$504K Sell
3,640
-23
-0.6% -$3.07K 0.37% 44
2023
Q1
$491K Hold
3,663
0.37% 44
2022
Q4
$495K Buy
3,663
+147
+4% +$19.7K 0.39% 44
2022
Q3
$428K Hold
3,516
0.36% 48
2022
Q2
$455K Hold
3,516
0.36% 44
2022
Q1
$526K Buy
3,516
+432
+14% +$63.5K 0.34% 45
2021
Q4
$464K Sell
3,084
-1,174
-28% -$172K 0.29% 57
2021
Q3
$594K Hold
4,258
0.39% 41
2021
Q2
$598K Buy
4,258
+1,356
+47% +$192K 0.39% 40
2021
Q1
$391K Buy
2,902
+425
+17% +$54.4K 0.29% 50
2020
Q4
$295K Buy
2,477
+233
+10% +$26.1K 0.24% 64
2020
Q3
$227K Buy
2,244
+1,113
+98% +$113K 0.21% 91
2020
Q2
$108K Buy
1,131
+197
+21% +$18.1K 0.1% 199
2020
Q1
$76K Sell
934
-287
-24% -$30.9K 0.08% 187
2019
Q4
$146K Buy
1,221
+383
+46% +$44.1K 0.13% 137
2019
Q3
$95K Buy
838
+28
+3% +$3.11K 0.09% 185
2019
Q2
$90K Buy
810
+129
+19% +$14.1K 0.09% 184
2019
Q1
$74K Sell
681
-65
-9% -$6.83K 0.07% 214
2018
Q4
$71K Sell
746
-2,063
-73% -$217K 0.08% 218
2018
Q3
$318K Buy
2,809
+455
+19% +$51.7K 0.3% 84
2018
Q2
$260K Buy
2,354
+379
+19% +$42K 0.24% 118
2018
Q1
$216K Buy
1,975
+542
+38% +$61K 0.2% 134
2017
Q4
$160K Buy
+1,433
New +$155K 0.14% 181

Other funds holding VOE

C.M. Bidwell & Associates's VOE Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.8% in Q1 2026, selling an estimated $17.7K and leaving 3,259 shares worth $601K. The position accounts for 0.28% of the portfolio, ranked #57.

C.M. Bidwell & Associates first reported a position in VOE in Q4 2017 and has held it in 34 quarters since. The position peaked at $606K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • C.M. Bidwell & Associates held 3,259 shares of Vanguard Mid-Cap Value ETF worth $601K as of Q1 2026.
  • C.M. Bidwell & Associates sold 95 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $17.7K.
  • Vanguard Mid-Cap Value ETF made up 0.28% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #57 holding.
  • C.M. Bidwell & Associates first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • C.M. Bidwell & Associates's Vanguard Mid-Cap Value ETF position peaked at $606K in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.