CIA
VOE icon

Capital Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Capital Investment Advisors’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 		$403K Buy
2,042
+312
+18% +$60.4K 0.01% 572
2026
Q1 		$319K Sell
1,730
-44
-2% -$8.22K ﹤0.01% 597
2025
Q4 		$315K Buy
1,774
+348
+24% +$60.9K ﹤0.01% 590
2025
Q3 		$249K Buy
1,426
+2
+0.1% +$340 ﹤0.01% 641
2025
Q2 		$234K Buy
+1,424
New +$225K ﹤0.01% 627

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Capital Investment Advisors's VOE Position: Q2 2026 in Review

Capital Investment Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 18% in Q2 2026, buying an estimated $60.4K and bringing the position to 2,042 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #572.

Capital Investment Advisors first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Capital Investment Advisors held 2,042 shares of Vanguard Morningstar Mid-Cap Value ETF worth $403K as of Q2 2026.
  • Capital Investment Advisors bought 312 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $60.4K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #572 holding.
  • Capital Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.