Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Cetera Investment Advisers’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 		$82.9M Sell
419,517
-4,777
-1% -$924K 0.08% 260
2026
Q1 		$78.2M Buy
424,294
+6,196
+1% +$1.16M 0.08% 239
2025
Q4 		$74.2M Buy
418,098
+23,188
+6% +$4.06M 0.08% 233
2025
Q3 		$68.9M Buy
394,910
+104,463
+36% +$17.8M 0.08% 236
2025
Q2 		$47.8M Buy
290,447
+24,691
+9% +$3.91M 0.08% 247
2025
Q1 		$42.7M Buy
265,756
+26,432
+11% +$4.32M 0.08% 244
2024
Q4 		$38.7M Buy
239,324
+2,019
+0.9% +$341K 0.08% 245
2024
Q3 		$39.8M Buy
237,305
+7,617
+3% +$1.21M 0.09% 227
2024
Q2 		$34.6M Sell
229,688
-2,443
-1% -$371K 0.08% 242
2024
Q1 		$36.2M Buy
232,131
+155,095
+201% +$22.8M 0.09% 237
2023
Q4 		$11.2M Sell
77,036
-4,938
-6% -$663K 0.09% 196
2023
Q3 		$10.7M Buy
81,974
+1,884
+2% +$261K 0.09% 204
2023
Q2 		$11.1M Sell
80,090
-28,434
-26% -$3.79M 0.09% 198
2023
Q1 		$14.5M Buy
108,524
+2,045
+2% +$284K 0.13% 144
2022
Q4 		$14.4M Buy
106,479
+18,570
+21% +$2.49M 0.13% 152
2022
Q3 		$10.7M Sell
87,909
-1,122
-1% -$152K 0.21% 106
2022
Q2 		$11.5M Buy
89,031
+1,334
+2% +$189K 0.18% 111
2022
Q1 		$13.1M Buy
87,697
+7,188
+9% +$1.06M 0.19% 113
2021
Q4 		$12.1M Buy
80,509
+11,079
+16% +$1.63M 0.17% 130
2021
Q3 		$9.69M Sell
69,430
-8,580
-11% -$1.22M 0.15% 146
2021
Q2 		$11M Buy
78,010
+28,357
+57% +$4.01M 0.18% 131
2021
Q1 		$6.7M Buy
49,653
+7,140
+17% +$914K 0.13% 171
2020
Q4 		$5.06M Buy
42,513
+20,476
+93% +$2.29M 0.1% 224
2020
Q3 		$2.23M Buy
22,037
+76
+0.3% +$7.7K 0.18% 132
2020
Q2 		$2.1M Buy
21,961
+1,007
+5% +$92.3K 0.19% 132
2020
Q1 		$1.2M Buy
20,954
+104
+0.5% +$11.2K 0.15% 162
2019
Q4 		$2.49M Buy
20,850
+45
+0.2% +$5.18K 0.25% 110
2019
Q3 		$2.35M Sell
20,805
-1,823
-8% -$203K 0.29% 92
2019
Q2 		$2.52M Buy
22,628
+1,213
+6% +$133K 0.33% 82
2019
Q1 		$2.32M Buy
21,415
+312
+1% +$32.8K 0.33% 86
2018
Q4 		$2M Sell
21,103
-238
-1% -$25K 0.33% 86
2018
Q3 		$2.42M Buy
21,341
+3,948
+23% +$449K 0.35% 78
2018
Q2 		$1.93M Buy
17,393
+428
+3% +$47.4K 0.34% 77
2018
Q1 		$1.87M Buy
16,965
+1,451
+9% +$163K 0.35% 74
2017
Q4 		$1.74M Buy
15,514
+372
+2% +$40.3K 0.32% 86
2017
Q3 		$1.6M Buy
15,142
+638
+4% +$66.3K 0.36% 77
2017
Q2 		$1.5M Buy
14,504
+289
+2% +$29.6K 0.37% 80
2017
Q1 		$1.45M Buy
14,215
+1,017
+8% +$102K 0.4% 64
2016
Q4 		$1.27M Sell
13,198
-129
-1% -$12.2K 0.42% 67
2016
Q3 		$1.24M Sell
13,327
-653
-5% -$60.4K 0.53% 52
2016
Q2 		$1.25M Sell
13,980
-1,147
-8% -$101K 0.49% 57
2016
Q1 		$1.33M Buy
15,127
+131
+0.9% +$10.7K 0.57% 46
2015
Q4 		$1.29M Buy
+14,996
New +$1.31M 0.59% 47

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Advisers's VOE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.1% in Q2 2026, selling an estimated $924K and leaving 419,517 shares worth $82.9M. The position accounts for 0.08% of the portfolio, ranked #260.

Cetera Investment Advisers first reported a position in VOE in Q4 2015 and has held it in 43 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Cetera Investment Advisers held 419,517 shares of Vanguard Morningstar Mid-Cap Value ETF worth $82.9M as of Q2 2026.
  • Cetera Investment Advisers sold 4,777 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $924K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.08% of Cetera Investment Advisers's portfolio in Q2 2026, its #260 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.