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Chilton Investment Company’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Chilton Investment Company’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 		$9.73M Hold
49,265
– – 0.23% 50
2026
Q1 		$9.08M Buy
49,265
+32,845
+200% +$6.14M 0.21% 49
2025
Q4 		$2.91M Hold
16,420
– – 0.06% 98
2025
Q3 		$2.87M Buy
+16,420
New +$2.79M 0.06% 99

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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

Chilton Investment Company's VOE Position: Q2 2026 in Review

Chilton Investment Company held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 49,265 shares worth $9.73M. The position accounts for 0.23% of the portfolio, ranked #50.

Chilton Investment Company first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Chilton Investment Company held 49,265 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.73M as of Q2 2026.
  • Chilton Investment Company left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.23% of Chilton Investment Company's portfolio in Q2 2026, its #50 holding.
  • Chilton Investment Company first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.