Caitlin John’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Caitlin John’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	$41.8K	Buy	227 +1	+0.4%	+$187	0.03%	330
2025 Q4	$40.1K	Buy	226 +2	+0.9%	+$350	0.03%	344
2025 Q3	$39.1K	Buy	+224	New	+$38.1K	0.03%	300
2025 Q1	–	Sell	-222	Closed	-$36K	–	782
2024 Q4	$36K	Buy	222 +1	+0.5%	+$169	0.02%	277
2024 Q3	$38K	Buy	221 +1	+0.5%	+$159	0.02%	275
2024 Q2	$33.1K	Sell	220 -4	-2%	-$607	0.02%	299
2024 Q1	$34.9K	Sell	224 -136	-38%	-$20K	0.03%	279
2023 Q4	$52.3K	Buy	+360	New	+$48.4K	0.04%	209

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

Caitlin John's VOE Position: Q1 2026 in Review

Caitlin John increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.44% in Q1 2026, buying an estimated $187 and bringing the position to 227 shares worth $41.8K. The position accounts for 0.03% of the portfolio, ranked #330.

Caitlin John first reported a position in VOE in Q4 2023 and has held it in 8 quarters since. The position peaked at $52.3K in Q4 2023. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Caitlin John held 227 shares of Vanguard Mid-Cap Value ETF worth $41.8K as of Q1 2026.
Caitlin John bought 1 Vanguard Mid-Cap Value ETF share in Q1 2026, an estimated $187.
Vanguard Mid-Cap Value ETF made up 0.03% of Caitlin John's portfolio in Q1 2026, its #330 holding.
Caitlin John first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Vanguard Mid-Cap Value ETF position peaked at $52.3K in Q4 2023.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.