Centaurus Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$840K Buy
4,248
+34
+0.8% +$6.58K 0.03% 450
2026
Q1
$777K Buy
4,214
+327
+8% +$61.1K 0.04% 405
2025
Q4
$690K Sell
3,887
-180
-4% -$31.5K 0.03% 428
2025
Q3
$710K Buy
4,067
+1
+0% +$170 0.03% 417
2025
Q2
$669K Sell
4,066
-5
-0.1% -$792 0.04% 392
2025
Q1
$654K Buy
4,071
+896
+28% +$146K 0.04% 387
2024
Q4
$514K Sell
3,175
-30
-0.9% -$5.06K 0.03% 431
2024
Q3
$537K Sell
3,205
-46
-1% -$7.31K 0.03% 402
2024
Q2
$489K Buy
3,251
+10
+0.3% +$1.52K 0.03% 398
2024
Q1
$505K Sell
3,241
-80
-2% -$11.7K 0.04% 380
2023
Q4
$482K Buy
3,321
+95
+3% +$12.8K 0.04% 376
2023
Q3
$422K Buy
3,226
+8
+0.2% +$1.11K 0.04% 390
2023
Q2
$445K Sell
3,218
-832
-21% -$111K 0.04% 376
2023
Q1
$543K Buy
4,050
+172
+4% +$23.9K 0.04% 371
2022
Q4
$524K Sell
3,878
-40
-1% -$5.37K 0.05% 351
2022
Q3
$477K Buy
3,918
+3
+0.1% +$406 0.05% 358
2022
Q2
$507K Sell
3,915
-20
-0.5% -$2.83K 0.05% 366
2022
Q1
$589K Sell
3,935
-22
-0.6% -$3.24K 0.05% 394
2021
Q4
$595K Sell
3,957
-8,298
-68% -$1.22M 0.05% 394
2021
Q3
$1.71M Buy
12,255
+8,212
+203% +$1.17M 0.14% 179
2021
Q2
$568K Sell
4,043
-10,272
-72% -$1.45M 0.05% 397
2021
Q1
$1.93M Sell
14,315
-2,554
-15% -$327K 0.19% 136
2020
Q4
$2.01M Buy
16,869
+13,548
+408% +$1.52M 0.21% 111
2020
Q3
$337K Sell
3,321
-104
-3% -$10.5K 0.05% 347
2020
Q2
$328K Sell
3,425
-145
-4% -$13.3K 0.05% 329
2020
Q1
$290K Sell
3,570
-176
-5% -$19K 0.06% 275
2019
Q4
$446K Buy
3,746
+282
+8% +$32.5K 0.06% 328
2019
Q3
$391K Sell
3,464
-290
-8% -$32.2K 0.06% 310
2019
Q2
$418K Buy
3,754
+3,358
+848% +$368K 0.07% 300
2019
Q1
$3.67K Buy
396
+136
+52% +$14.3K 0.02% 393
2018
Q4
$3 Buy
260
+259
+25,900% +$27.2K 0.02% 378
2018
Q3
$162 Sell
1
-2,856
-100% -$325K 0.03% 416
2018
Q2
$316K Buy
2,857
+1,858
+186% +$206K 0.04% 404
2018
Q1
$109K Buy
+999
New +$112K 0.03% 428

Other funds holding VOE

Centaurus Financial's VOE Position: Q2 2026 in Review

Centaurus Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.81% in Q2 2026, buying an estimated $6.58K and bringing the position to 4,248 shares worth $840K. The position accounts for 0.03% of the portfolio, ranked #450.

Centaurus Financial first reported a position in VOE in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.01M in Q4 2020. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Centaurus Financial held 4,248 shares of Vanguard Morningstar Mid-Cap Value ETF worth $840K as of Q2 2026.
  • Centaurus Financial bought 34 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $6.58K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Centaurus Financial's portfolio in Q2 2026, its #450 holding.
  • Centaurus Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2018 and has held it in 34 quarters since.
  • Centaurus Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.01M in Q4 2020.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.