CPIG
VOE icon

Chicago Partners Investment Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Chicago Partners Investment 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
Q2 		$18.7M Buy
92,306
+2,363
+3% +$457K 0.37% 59
2026
Q1 		$17.3M Buy
89,943
+2,851
+3% +$533K 0.39% 59
2025
Q4 		$16.1M Buy
87,092
+1,190
+1% +$208K 0.4% 58
2025
Q3 		$14.9M Buy
85,902
+2,493
+3% +$424K 0.39% 57
2025
Q2 		$14.2M Buy
83,409
+387
+0.5% +$61.3K 0.41% 54
2025
Q1 		$13.1M Buy
83,022
+600
+0.7% +$98.1K 0.44% 53
2024
Q4 		$13.3M Buy
82,422
+541
+0.7% +$91.3K 0.44% 51
2024
Q3 		$13.8M Buy
81,881
+347
+0.4% +$55.2K 0.49% 47
2024
Q2 		$13M Buy
81,534
+2,084
+3% +$316K 0.5% 47
2024
Q1 		$11.9M Buy
79,450
+5,886
+8% +$864K 0.51% 47
2023
Q4 		$10.4M Buy
73,564
+2,073
+3% +$278K 0.48% 48
2023
Q3 		$8.95M Buy
71,491
+5,846
+9% +$810K 0.48% 50
2023
Q2 		$9.34M Buy
65,645
+3,535
+6% +$471K 0.49% 46
2023
Q1 		$8.38M Sell
62,110
-1,192
-2% -$165K 0.49% 44
2022
Q4 		$9.21M Buy
63,302
+700
+1% +$93.9K 0.56% 37
2022
Q3 		$8.43M Buy
62,602
+741
+1% +$100K 0.6% 34
2022
Q2 		$8.62M Buy
61,861
+898
+1% +$127K 0.62% 37
2022
Q1 		$8.44M Sell
60,963
-1,072
-2% -$158K 0.64% 35
2021
Q4 		$9.03M Buy
62,035
+2,800
+5% +$411K 0.64% 36
2021
Q3 		$8.88M Buy
59,235
+620
+1% +$88.1K 0.62% 37
2021
Q2 		$8.24M Buy
58,615
+72
+0.1% +$10.2K 0.61% 38
2021
Q1 		$8.21M Buy
58,543
+2,269
+4% +$291K 0.68% 34
2020
Q4 		$6.93M Sell
56,274
-1,393
-2% -$156K 0.66% 39
2020
Q3 		$6.15M Sell
57,667
-395
-0.7% -$40K 0.73% 35
2020
Q2 		$5.84M Buy
58,062
+7,096
+14% +$651K 0.73% 36
2020
Q1 		$4.54M Buy
50,966
+4,640
+10% +$500K 0.7% 38
2019
Q4 		$5.62M Buy
46,326
+491
+1% +$56.6K 0.69% 35
2019
Q3 		$5.2M Sell
45,835
-45
-0.1% -$5K 0.73% 34
2019
Q2 		$5.13M Sell
45,880
-211
-0.5% -$23.1K 0.74% 33
2019
Q1 		$5.13M Buy
46,091
+477
+1% +$50.1K 0.76% 32
2018
Q4 		$4.56M Sell
45,614
-1,631
-3% -$171K 0.68% 35
2018
Q3 		$4.84M Buy
47,245
+1,563
+3% +$178K 0.72% 30
2018
Q2 		$5.05M Buy
45,682
+2,109
+5% +$234K 0.78% 30
2018
Q1 		$4.77M Buy
43,573
+198
+0.5% +$22.3K 0.82% 29
2017
Q4 		$4.84M Buy
43,375
+250
+0.6% +$27.1K 0.79% 31
2017
Q3 		$4.56M Buy
43,125
+38,916
+925% +$4.04M 0.78% 33
2017
Q2 		$421K Sell
4,209
-35,039
-89% -$3.58M 0.11% 123
2017
Q1 		$4M Buy
39,248
+1,288
+3% +$130K 1.13% 24
2016
Q4 		$3.69M Buy
37,960
+786
+2% +$74.5K 1.34% 20
2016
Q3 		$3.48M Buy
37,174
+639
+2% +$59.1K 1.38% 20
2016
Q2 		$3.25M Buy
36,535
+1,029
+3% +$90.5K 1.57% 20
2016
Q1 		$3.09M Sell
35,506
-621
-2% -$50.6K 1.6% 16
2015
Q4 		$3.1M Buy
36,127
+1,943
+6% +$170K 1.48% 19
2015
Q3 		$2.85M Buy
34,184
+487
+1% +$43.2K 1.59% 17
2015
Q2 		$3.05M Sell
33,697
-934
-3% -$86.5K 1.39% 21
2015
Q1 		$3.1M Buy
34,631
+934
+3% +$84.3K 1.37% 20
2014
Q4 		$3.01M Buy
+33,697
New +$2.95M 1.28% 22

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Chicago Partners Investment Group's VOE Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.6% in Q2 2026, buying an estimated $457K and bringing the position to 92,306 shares worth $18.7M. The position accounts for 0.37% of the portfolio, ranked #59.

Chicago Partners Investment Group first reported a position in VOE in Q4 2014 and has held it in 47 quarters since. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Chicago Partners Investment Group held 92,306 shares of Vanguard Morningstar Mid-Cap Value ETF worth $18.7M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,363 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $457K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.37% of Chicago Partners Investment Group's portfolio in Q2 2026, its #59 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.