Caldwell Sutter Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Caldwell Sutter Capital’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	–	Sell	-31	Closed	-$5.71K	–	951
2026 Q1	$5.71K	Hold	31	–	–	﹤0.01%	624
2025 Q4	$5.5K	Hold	31	–	–	﹤0.01%	621
2025 Q3	$5.41K	Sell	31 -18	-37%	-$3.06K	﹤0.01%	624
2025 Q2	$8.06K	Hold	49	–	–	﹤0.01%	565
2025 Q1	$7.87K	Hold	49	–	–	﹤0.01%	572
2024 Q4	$7.93K	Hold	49	–	–	﹤0.01%	580
2024 Q3	$8.22K	Hold	49	–	–	﹤0.01%	580
2024 Q2	$7.37K	Hold	49	–	–	﹤0.01%	589
2024 Q1	$7.64K	Hold	49	–	–	﹤0.01%	577
2023 Q4	$7.11K	Hold	49	–	–	﹤0.01%	581
2023 Q3	$6.42K	Hold	49	–	–	﹤0.01%	573
2023 Q2	$6.78K	Hold	49	–	–	﹤0.01%	570
2023 Q1	$6.57K	Buy	+49	New	+$6.8K	﹤0.01%	430

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

Caldwell Sutter Capital's VOE Position: Q2 2026 in Review

Caldwell Sutter Capital sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 31 shares — an estimated $5.71K sold.

Caldwell Sutter Capital first reported a position in VOE in Q1 2023 and held it in 13 quarters. The position peaked at $8.22K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Caldwell Sutter Capital reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Caldwell Sutter Capital sold 31 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.71K.
Caldwell Sutter Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and held it in 13 quarters.
Caldwell Sutter Capital's Vanguard Morningstar Mid-Cap Value ETF position peaked at $8.22K in Q3 2024.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.