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Checchi Capital Advisers’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Checchi Capital 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 		$2.59M Buy
13,127
+88
+0.7% +$17K 0.12% 118
2026
Q1 		$2.4M Sell
13,039
-2,624
-17% -$490K 0.12% 118
2025
Q4 		$2.78M Sell
15,663
-115
-0.7% -$20.1K 0.14% 103
2025
Q3 		$2.75M Sell
15,778
-307
-2% -$52.2K 0.14% 101
2025
Q2 		$2.65M Sell
16,085
-873
-5% -$138K 0.15% 107
2025
Q1 		$2.72M Sell
16,958
-5,207
-23% -$851K 0.14% 106
2024
Q4 		$3.59M Buy
22,165
+5,447
+33% +$919K 0.21% 86
2024
Q3 		$2.8M Sell
16,718
-6
-0% -$954 0.16% 99
2024
Q2 		$2.52M Sell
16,724
-5,293
-24% -$803K 0.13% 99
2024
Q1 		$3.43M Sell
22,017
-45,640
-67% -$6.7M 0.27% 82
2023
Q4 		$9.81M Buy
67,657
+49,887
+281% +$6.7M 0.8% 34
2023
Q3 		$2.33M Sell
17,770
-440
-2% -$60.9K 0.22% 92
2023
Q2 		$2.52M Buy
18,210
+1,493
+9% +$199K 0.23% 89
2023
Q1 		$2.24M Sell
16,717
-2,426
-13% -$337K 0.22% 94
2022
Q4 		$2.59M Sell
19,143
-34,914
-65% -$4.68M 0.27% 81
2022
Q3 		$6.58M Buy
54,057
+43,724
+423% +$5.92M 0.61% 40
2022
Q2 		$1.44M Sell
10,333
-954
-8% -$135K 0.12% 126
2022
Q1 		$1.69M Sell
11,287
-527
-4% -$77.5K 0.14% 104
2021
Q4 		$1.78M Buy
11,814
+1,228
+12% +$180K 0.16% 105
2021
Q3 		$1.48M Sell
10,586
-26,863
-72% -$3.82M 0.15% 112
2021
Q2 		$5.26M Buy
37,449
+6,169
+20% +$872K 0.52% 35
2021
Q1 		$4.22M Buy
31,280
+22,213
+245% +$2.84M 0.42% 43
2020
Q4 		$1.08M Buy
9,067
+580
+7% +$65K 0.11% 127
2020
Q3 		$860K Sell
8,487
-4,867
-36% -$493K 0.1% 129
2020
Q2 		$1.28M Buy
13,354
+4,578
+52% +$420K 0.15% 96
2020
Q1 		$713K Buy
8,776
+2,685
+44% +$289K 0.07% 130
2019
Q4 		$726K Sell
6,091
-4,419
-42% -$509K 0.1% 144
2019
Q3 		$1.19M Buy
10,510
+4,433
+73% +$492K 0.15% 93
2019
Q2 		$677K Buy
6,077
+32
+0.5% +$3.5K 0.09% 149
2019
Q1 		$652K Sell
6,045
-38
-0.6% -$3.99K 0.08% 151
2018
Q4 		$579K Sell
6,083
-1,305
-18% -$137K 0.07% 151
2018
Q3 		$835K Buy
7,388
+100
+1% +$11.4K 0.1% 139
2018
Q2 		$805K Buy
7,288
+563
+8% +$62.3K 0.1% 131
2018
Q1 		$736K Buy
6,725
+557
+9% +$62.6K 0.1% 137
2017
Q4 		$688K Buy
6,168
+468
+8% +$50.6K 0.09% 149
2017
Q3 		$602K Buy
5,700
+56
+1% +$5.82K 0.06% 145
2017
Q2 		$581K Buy
5,644
+641
+13% +$65.6K 0.06% 152
2017
Q1 		$510K Sell
5,003
-4,420
-47% -$445K 0.06% 175
2016
Q4 		$916K Buy
9,423
+5
+0.1% +$474 0.12% 97
2016
Q3 		$881K Buy
9,418
+3,887
+70% +$360K 0.1% 95
2016
Q2 		$493K Sell
5,531
-4,364
-44% -$384K 0.06% 155
2016
Q1 		$862K Buy
9,895
+3,593
+57% +$293K 0.19% 88
2015
Q4 		$542K Sell
6,302
-585
-8% -$51.1K 0.14% 136
2015
Q3 		$573K Sell
6,887
-153
-2% -$13.6K 0.16% 127
2015
Q2 		$638K Sell
7,040
-2,524
-26% -$234K 0.17% 115
2015
Q1 		$879K Buy
9,564
+837
+10% +$75.6K 0.26% 81
2014
Q4 		$780K Buy
8,727
+1,103
+14% +$96.4K 0.29% 76
2014
Q3 		$647K Buy
7,624
+250
+3% +$21.6K 0.27% 81
2014
Q2 		$641K Sell
7,374
-1,893
-20% -$159K 0.29% 73
2014
Q1 		$767K Buy
9,267
+2,655
+40% +$213K 0.47% 49
2013
Q4 		$528K Buy
+6,612
New +$510K 0.41% 49

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Checchi Capital Advisers's VOE Position: Q2 2026 in Review

Checchi Capital Advisers increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.67% in Q2 2026, buying an estimated $17K and bringing the position to 13,127 shares worth $2.59M. The position accounts for 0.12% of the portfolio, ranked #118.

Checchi Capital Advisers first reported a position in VOE in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.81M in Q4 2023. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Checchi Capital Advisers held 13,127 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.59M as of Q2 2026.
  • Checchi Capital Advisers bought 88 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $17K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of Checchi Capital Advisers's portfolio in Q2 2026, its #118 holding.
  • Checchi Capital Advisers first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's Vanguard Morningstar Mid-Cap Value ETF position peaked at $9.81M in Q4 2023.
  • 850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.