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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
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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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Chilton Investment Company's VOE Position: Q1 2026 in Review

Chilton Investment Company increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 200% in Q1 2026, buying an estimated $6.14M and bringing the position to 49,265 shares worth $9.08M. The position accounts for 0.21% of the portfolio, ranked #49.

Chilton Investment Company first reported a position in VOE in Q3 2025 and has held it in 3 quarters since. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Chilton Investment Company held 49,265 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.08M as of Q1 2026.
  • Chilton Investment Company bought 32,845 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $6.14M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.21% of Chilton Investment Company's portfolio in Q1 2026, its #49 holding.
  • Chilton Investment Company first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.