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Ceera Investments’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Ceera Investments’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 		$243K Hold
1,320
– – 0.11% 85
2025
Q4 		$234K Buy
1,320
+90
+7% +$15.8K 0.09% 83
2025
Q3 		$215K Buy
+1,230
New +$209K 0.07% 108
2024
Q4 		– Sell
-1,210
Closed -$203K – 107
2024
Q3 		$203K Buy
+1,210
New +$192K 0.08% 100

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

Ceera Investments's VOE Position: Q1 2026 in Review

Ceera Investments held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 1,320 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #85.

Ceera Investments first reported a position in VOE in Q3 2024 and has held it in 4 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Ceera Investments held 1,320 shares of Vanguard Mid-Cap Value ETF worth $243K as of Q1 2026.
  • Ceera Investments left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Value ETF made up 0.11% of Ceera Investments's portfolio in Q1 2026, its #85 holding.
  • Ceera Investments first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.