Capital Squared Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
Other funds holding VOE
EWA
Capital Squared Financial's VOE Position: Q2 2026 in Review
Capital Squared Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 30% in Q2 2026, buying an estimated $160K and bringing the position to 3,596 shares worth $711K. The position accounts for 0.46% of the portfolio, ranked #48.
Capital Squared Financial first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Capital Squared Financial held 3,596 shares of Vanguard Morningstar Mid-Cap Value ETF worth $711K as of Q2 2026.
- Capital Squared Financial bought 829 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $160K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.46% of Capital Squared Financial's portfolio in Q2 2026, its #48 holding.
- Capital Squared Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
- 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.