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Chapin Davis’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Chapin Davis’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 		$930K Buy
4,708
+1
+0% +$193 0.16% 98
2026
Q1 		$867K Buy
4,707
+1
+0% +$187 0.19% 101
2025
Q4 		$835K Hold
4,706
– – 0.2% 103
2025
Q3 		$822K Sell
4,706
-41
-0.9% -$6.98K 0.2% 102
2025
Q2 		$781K Buy
4,747
+60
+1% +$9.5K 0.22% 100
2025
Q1 		$752K Hold
4,687
– – 0.26% 87
2024
Q4 		$786K Hold
4,687
– – 0.26% 92
2024
Q3 		$786K Buy
4,687
+127
+3% +$20.2K 0.25% 93
2024
Q2 		$686K Sell
4,560
-47
-1% -$7.13K 0.23% 93
2024
Q1 		$718K Buy
4,607
+273
+6% +$40.1K 0.26% 96
2023
Q4 		$629K Sell
4,334
-10
-0.2% -$1.34K 0.26% 99
2023
Q3 		$569K Buy
4,344
+1
+0% +$139 0.27% 94
2023
Q2 		$601K Sell
4,343
-80
-2% -$10.7K 0.29% 94
2023
Q1 		$593K Buy
4,423
+1,339
+43% +$186K 0.31% 93
2022
Q4 		$417K Buy
+3,084
New +$414K 0.24% 107

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

Chapin Davis's VOE Position: Q2 2026 in Review

Chapin Davis increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.02% in Q2 2026, buying an estimated $193 and bringing the position to 4,708 shares worth $930K. The position accounts for 0.16% of the portfolio, ranked #98.

Chapin Davis first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Chapin Davis held 4,708 shares of Vanguard Morningstar Mid-Cap Value ETF worth $930K as of Q2 2026.
  • Chapin Davis bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.16% of Chapin Davis's portfolio in Q2 2026, its #98 holding.
  • Chapin Davis first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.