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Cascades Capital Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Cascades Capital Asset Management’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 		– Sell
-2,100
Closed -$387K – 177
2026
Q1 		$387K Buy
+2,100
New +$392K 0.16% 87

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Bank of America
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Royal Bank of Canada
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UBS Group
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PNC Financial Services Group
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Cascades Capital Asset Management's VOE Position: Q2 2026 in Review

Cascades Capital Asset Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 2,100 shares — an estimated $387K sold.

Cascades Capital Asset Management first reported a position in VOE in Q1 2026 and held it in 1 quarter. The position peaked at $387K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Cascades Capital Asset Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Cascades Capital Asset Management sold 2,100 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $387K.
  • Cascades Capital Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Cascades Capital Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $387K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.