CPA
VOE icon

Cardiff Park Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Cardiff Park 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
Q1 		$1.76M Buy
9,566
+44
+0.5% +$8.22K 0.14% 82
2025
Q4 		$1.69M Buy
9,522
+37
+0.4% +$6.48K 0.14% 83
2025
Q3 		$1.66M Buy
9,485
+42
+0.4% +$7.15K 0.13% 87
2025
Q2 		$1.55M Hold
9,443
– – 0.13% 83
2025
Q1 		$1.52M Buy
9,443
+53
+0.6% +$8.66K 0.15% 75
2024
Q4 		$1.52M Buy
9,390
+49
+0.5% +$8.27K 0.14% 78
2024
Q3 		$1.57M Buy
9,341
+94
+1% +$14.9K 0.14% 75
2024
Q2 		$1.39M Hold
9,247
– – 0.13% 79
2024
Q1 		$1.44M Buy
9,247
+32
+0.3% +$4.7K 0.14% 78
2023
Q4 		$1.34M Buy
9,215
+50
+0.5% +$6.72K 0.15% 73
2023
Q3 		$1.2M Buy
9,165
+1,132
+14% +$157K 0.15% 73
2023
Q2 		$1.11M Buy
8,033
+37
+0.5% +$4.93K 0.14% 82
2023
Q1 		$1.07M Buy
7,996
+144
+2% +$20K 0.14% 83
2022
Q4 		$1.06M Sell
7,852
-219
-3% -$29.4K 0.15% 86
2022
Q3 		$983K Hold
8,071
– – 0.15% 80
2022
Q2 		$1.04M Sell
8,071
-711
-8% -$101K 0.16% 76
2022
Q1 		$1.31M Hold
8,782
– – 0.19% 60
2021
Q4 		$1.32M Buy
+8,782
New +$1.29M 0.17% 62

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardiff Park Advisors's VOE Position: Q1 2026 in Review

Cardiff Park Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.46% in Q1 2026, buying an estimated $8.22K and bringing the position to 9,566 shares worth $1.76M. The position accounts for 0.14% of the portfolio, ranked #82.

Cardiff Park Advisors first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Cardiff Park Advisors held 9,566 shares of Vanguard Mid-Cap Value ETF worth $1.76M as of Q1 2026.
  • Cardiff Park Advisors bought 44 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $8.22K.
  • Vanguard Mid-Cap Value ETF made up 0.14% of Cardiff Park Advisors's portfolio in Q1 2026, its #82 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.