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Chapman Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Chapman Financial Group’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 		$146K Sell
793
-96
-11% -$17.9K 0.1% 142
2025
Q4 		$158K Hold
889
– – 0.11% 139
2025
Q3 		$155K Sell
889
-288
-24% -$49K 0.11% 143
2025
Q2 		$194K Buy
+1,177
New +$186K 0.16% 104
2024
Q4 		$209K Buy
+1,294
New +$218K 0.17% 102

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

Chapman Financial Group's VOE Position: Q1 2026 in Review

Chapman Financial Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 11% in Q1 2026, selling an estimated $17.9K and leaving 793 shares worth $146K. The position accounts for 0.1% of the portfolio, ranked #142.

Chapman Financial Group first reported a position in VOE in Q4 2024 and has held it in 5 quarters since. The position peaked at $209K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Chapman Financial Group held 793 shares of Vanguard Mid-Cap Value ETF worth $146K as of Q1 2026.
  • Chapman Financial Group sold 96 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $17.9K.
  • Vanguard Mid-Cap Value ETF made up 0.1% of Chapman Financial Group's portfolio in Q1 2026, its #142 holding.
  • Chapman Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Vanguard Mid-Cap Value ETF position peaked at $209K in Q4 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.