Caitlin John’s Vanguard Morningstar 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 Q2	$45K	Buy	228 +1	+0.4%	+$193	0.02%	377
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 $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Caitlin John's VOE Position: Q2 2026 in Review

Caitlin John increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.44% in Q2 2026, buying an estimated $193 and bringing the position to 228 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #377.

Caitlin John first reported a position in VOE in Q4 2023 and has held it in 9 quarters since. The position peaked at $52.3K in Q4 2023. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Caitlin John held 228 shares of Vanguard Morningstar Mid-Cap Value ETF worth $45K as of Q2 2026.
Caitlin John bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Caitlin John's portfolio in Q2 2026, its #377 holding.
Caitlin John first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's Vanguard Morningstar Mid-Cap Value ETF position peaked at $52.3K in Q4 2023.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.