Choate Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Choate Investment Advisors’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	$1.6M	Hold	8,087	–	–	0.03%	196
2026 Q1	$1.49M	Sell	8,087 -700	-8%	-$131K	0.03%	194
2025 Q4	$1.56M	Hold	8,787	–	–	0.03%	184
2025 Q3	$1.53M	Hold	8,787	–	–	0.03%	173
2025 Q2	$1.45M	Hold	8,787	–	–	0.03%	163
2025 Q1	$1.41M	Buy	8,787 +700	+9%	+$114K	0.04%	160
2024 Q4	$1.31M	Hold	8,087	–	–	0.03%	167
2024 Q3	$1.36M	Hold	8,087	–	–	0.03%	166
2024 Q2	$1.22M	Hold	8,087	–	–	0.03%	173
2024 Q1	$1.26M	Buy	+8,087	New	+$1.19M	0.03%	172
2023 Q2	–	Sell	-833	Closed	-$112K	–	358
2023 Q1	$112K	Hold	833	–	–	0.01%	271
2022 Q4	$113K	Buy	+833	New	+$112K	0.01%	284
2022 Q2	–	Sell	-3	Closed	–	–	379
2022 Q1	$0	Hold	3	–	–	﹤0.01%	377
2021 Q4	$0	Hold	3	–	–	﹤0.01%	351
2021 Q3	$0	Hold	3	–	–	﹤0.01%	346
2021 Q2	$0	Hold	3	–	–	﹤0.01%	373
2021 Q1	$0	Hold	3	–	–	﹤0.01%	311
2020 Q4	$0	Buy	+3	New	+$336	﹤0.01%	298

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Choate Investment Advisors's VOE Position: Q2 2026 in Review

Choate Investment Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 8,087 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #196.

Choate Investment Advisors first reported a position in VOE in Q4 2020 and has held it in 18 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Choate Investment Advisors held 8,087 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.6M as of Q2 2026.
Choate Investment Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Choate Investment Advisors's portfolio in Q2 2026, its #196 holding.
Choate Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 18 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.