Choate Investment Advisors’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Choate Investment Advisors's VOE Position: Q1 2026 in Review

Choate Investment Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 8% in Q1 2026, selling an estimated $131K and leaving 8,087 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #194.

Choate Investment Advisors first reported a position in VOE in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.56M in Q4 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Choate Investment Advisors held 8,087 shares of Vanguard Mid-Cap Value ETF worth $1.49M as of Q1 2026.
Choate Investment Advisors sold 700 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $131K.
Vanguard Mid-Cap Value ETF made up 0.03% of Choate Investment Advisors's portfolio in Q1 2026, its #194 holding.
Choate Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 17 quarters since.
Choate Investment Advisors's Vanguard Mid-Cap Value ETF position peaked at $1.56M in Q4 2025.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.