CFAM
VOE icon

Center For Asset Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Center For 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
Q1 		$1.86M Sell
10,091
-710
-7% -$133K 0.92% 29
2025
Q4 		$1.92M Sell
10,801
-493
-4% -$86.3K 1% 28
2025
Q3 		$1.97M Sell
11,294
-3,287
-23% -$559K 1.05% 26
2025
Q2 		$2.35M Buy
14,581
+3,097
+27% +$490K 1.45% 21
2025
Q1 		$1.84M Sell
11,484
-3,473
-23% -$568K 1.13% 27
2024
Q4 		$2.42M Buy
14,957
+994
+7% +$168K 1.57% 18
2024
Q3 		$2.34M Buy
13,963
+418
+3% +$66.5K 1.4% 23
2024
Q2 		$2.04M Buy
13,545
+259
+2% +$39.3K 1.35% 21
2024
Q1 		$2.07M Buy
13,286
+846
+7% +$124K 1.7% 16
2023
Q4 		$1.8M Buy
12,440
+191
+2% +$25.7K 1.64% 15
2023
Q3 		$1.6M Sell
12,249
-931
-7% -$129K 1.6% 15
2023
Q2 		$1.82M Buy
13,180
+237
+2% +$31.6K 1.72% 15
2023
Q1 		$1.74M Sell
12,943
-38
-0.3% -$5.27K 1.7% 13
2022
Q4 		$1.76M Sell
12,981
-486
-4% -$65.2K 1.64% 13
2022
Q3 		$1.64M Buy
13,467
+418
+3% +$56.6K 1.63% 14
2022
Q2 		$1.69M Buy
13,049
+239
+2% +$33.8K 1.57% 12
2022
Q1 		$1.92M Sell
12,810
-385
-3% -$56.6K 1.48% 18
2021
Q4 		$1.98M Sell
13,195
-76
-0.6% -$11.2K 1.47% 19
2021
Q3 		$1.85M Buy
13,271
+263
+2% +$37.4K 1.56% 18
2021
Q2 		$1.83M Sell
13,008
-212
-2% -$30K 1.58% 18
2021
Q1 		$1.78M Buy
13,220
+385
+3% +$49.3K 1.71% 17
2020
Q4 		$1.53M Buy
+12,835
New +$1.44M 1.52% 19

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

Center For Asset Management's VOE Position: Q1 2026 in Review

Center For Asset Management reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 6.6% in Q1 2026, selling an estimated $133K and leaving 10,091 shares worth $1.86M. The position accounts for 0.92% of the portfolio, ranked #29.

Center For Asset Management first reported a position in VOE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.42M in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Center For Asset Management held 10,091 shares of Vanguard Mid-Cap Value ETF worth $1.86M as of Q1 2026.
  • Center For Asset Management sold 710 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $133K.
  • Vanguard Mid-Cap Value ETF made up 0.92% of Center For Asset Management's portfolio in Q1 2026, its #29 holding.
  • Center For Asset Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Center For Asset Management's Vanguard Mid-Cap Value ETF position peaked at $2.42M in Q4 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.