Capital Analysts LLC’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Capital Analysts LLC’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	$2.94M	Buy	15,950 +6,430	+68%	+$1.2M	0.08%	208
2025 Q4	$1.69M	Buy	9,520 +2,128	+29%	+$372K	0.05%	251
2025 Q3	$1.29M	Buy	7,392 +4,256	+136%	+$724K	0.04%	276
2025 Q2	$516K	Buy	3,136 +2,714	+643%	+$430K	0.02%	384
2025 Q1	$68K	Buy	422 +120	+40%	+$19.6K	﹤0.01%	729
2024 Q4	$49K	Buy	302 +1	+0.3%	+$169	﹤0.01%	754
2024 Q3	$50K	Buy	301 +4	+1%	+$636	﹤0.01%	721
2024 Q2	$45K	Buy	297 +3	+1%	+$455	﹤0.01%	732
2024 Q1	$46K	Buy	294 +19	+7%	+$2.79K	﹤0.01%	684
2023 Q4	$40K	Buy	275 +1	+0.4%	+$134	﹤0.01%	704
2023 Q3	$36K	Hold	274	–	–	﹤0.01%	681
2023 Q2	$38K	Buy	274 +12	+5%	+$1.6K	﹤0.01%	634
2023 Q1	$35K	Buy	262 +153	+140%	+$21.2K	﹤0.01%	643
2022 Q4	$15K	Hold	109	–	–	﹤0.01%	812
2022 Q3	$13K	Buy	109 +1	+0.9%	+$135	﹤0.01%	769
2022 Q2	$14K	Hold	108	–	–	﹤0.01%	754
2022 Q1	$16K	Buy	108 +1	+0.9%	+$147	﹤0.01%	700
2021 Q4	$16K	Buy	107 +1	+0.9%	+$147	﹤0.01%	754
2021 Q3	$15K	Buy	+106	New	+$15.1K	﹤0.01%	742
2020 Q4	–	Sell	-32	Closed	-$3K	–	812
2020 Q3	$3K	Hold	32	–	–	﹤0.01%	696
2020 Q2	$3K	Sell	32 -7	-18%	-$642	﹤0.01%	649
2020 Q1	$3K	Sell	39 -104	-73%	-$11.2K	﹤0.01%	626
2019 Q4	$17K	Hold	143	–	–	﹤0.01%	505
2019 Q3	$16K	Hold	143	–	–	﹤0.01%	495
2019 Q2	$16K	Buy	143 +1	+0.7%	+$110	﹤0.01%	483
2019 Q1	$15K	Buy	142 +103	+264%	+$10.8K	﹤0.01%	469
2018 Q4	$4K	Hold	39	–	–	﹤0.01%	522
2018 Q3	$4K	Hold	39	–	–	﹤0.01%	498
2018 Q2	$4K	Hold	39	–	–	﹤0.01%	529
2018 Q1	$4K	Sell	39 -566	-94%	-$63.7K	﹤0.01%	513
2017 Q4	$68K	Sell	605 -1,397	-70%	-$151K	0.01%	287
2017 Q3	$211K	Sell	2,002 -1,328	-40%	-$138K	0.03%	188
2017 Q2	$343K	Sell	3,330 -2,477	-43%	-$253K	0.05%	169
2017 Q1	$592K	Sell	5,807 -1,652	-22%	-$166K	0.09%	139
2016 Q4	$725K	Sell	7,459 -2,559	-26%	-$243K	0.13%	119
2016 Q3	$937K	Sell	10,018 -3,093	-24%	-$286K	0.18%	98
2016 Q2	$1.17M	Sell	13,111 -4,053	-24%	-$356K	0.24%	83
2016 Q1	$1.5M	Sell	17,164 -5,442	-24%	-$444K	0.3%	83
2015 Q4	$1.94M	Sell	22,606 -463	-2%	-$40.5K	0.39%	63
2015 Q3	$1.92M	Sell	23,069 -507	-2%	-$45K	0.37%	69
2015 Q2	$2.14M	Buy	+23,576	New	+$2.18M	0.44%	59

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

Capital Analysts LLC's VOE Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard Mid-Cap Value ETF (VOE) stake by 68% in Q1 2026, buying an estimated $1.2M and bringing the position to 15,950 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #208.

Capital Analysts LLC first reported a position in VOE in Q2 2015 and has held it in 41 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Capital Analysts LLC held 15,950 shares of Vanguard Mid-Cap Value ETF worth $2.94M as of Q1 2026.
Capital Analysts LLC bought 6,430 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.2M.
Vanguard Mid-Cap Value ETF made up 0.08% of Capital Analysts LLC's portfolio in Q1 2026, its #208 holding.
Capital Analysts LLC first reported a position in Vanguard Mid-Cap Value ETF in Q2 2015 and has held it in 41 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.