Canandaigua National Corp’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Canandaigua National Corp’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	$483K	Buy	+2,621	New	+$490K	0.04%	239

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Canandaigua National Corp's VOE Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026: 2,621 shares worth $483K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

1,221 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Canandaigua National Corp held 2,621 shares of Vanguard Morningstar Mid-Cap Value ETF worth $483K as of Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Canandaigua National Corp position in Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Canandaigua National Corp's portfolio in Q1 2026, its #239 holding.
1,221 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.