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Citizens Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Citizens Financial 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 		$1.09M Buy
5,511
+42
+0.8% +$8.13K 0.01% 428
2026
Q1 		$1.01M Sell
5,469
-131
-2% -$24.5K 0.01% 391
2025
Q4 		$993K Buy
5,600
+215
+4% +$37.6K 0.01% 400
2025
Q3 		$945K Buy
5,385
+43
+0.8% +$7.32K 0.01% 408
2025
Q2 		$883K Hold
5,342
– – 0.01% 373
2025
Q1 		$858K Buy
5,342
+35
+0.7% +$5.72K 0.02% 338
2024
Q4 		$858K Buy
5,307
+32
+0.6% +$5.4K 0.02% 320
2024
Q3 		$884K Buy
5,275
+76
+1% +$12.1K 0.02% 309
2024
Q2 		$787K Buy
5,199
+21
+0.4% +$3.19K 0.02% 305
2024
Q1 		$807K Buy
5,178
+24
+0.5% +$3.52K 0.03% 223
2023
Q4 		$747K Buy
5,154
+1,254
+32% +$168K 0.03% 237
2023
Q3 		$511K Buy
3,900
+22
+0.6% +$3.05K 0.02% 244
2023
Q2 		$537K Buy
3,878
+21
+0.5% +$2.8K 0.02% 260
2023
Q1 		$517K Buy
3,857
+21
+0.5% +$2.91K 0.02% 280
2022
Q4 		$519K Buy
3,836
+31
+0.8% +$4.16K 0.02% 260
2022
Q3 		$463K Sell
3,805
-651
-15% -$88.1K 0.02% 274
2022
Q2 		$577K Buy
4,456
+689
+18% +$97.5K 0.02% 254
2022
Q1 		$564K Buy
3,767
+17
+0.5% +$2.5K 0.02% 271
2021
Q4 		$564K Buy
3,750
+21
+0.6% +$3.08K 0.02% 277
2021
Q3 		$521K Buy
3,729
+15
+0.4% +$2.13K 0.02% 281
2021
Q2 		$522K Buy
3,714
+19
+0.5% +$2.69K 0.02% 234
2021
Q1 		$498K Buy
3,695
+15
+0.4% +$1.92K 0.03% 206
2020
Q4 		$438K Buy
3,680
+23
+0.6% +$2.58K 0.03% 204
2020
Q3 		$376K Buy
3,657
+47
+1% +$4.76K 0.02% 195
2020
Q2 		$345K Hold
3,610
– – 0.02% 218
2020
Q1 		$293K Buy
+3,610
New +$389K 0.02% 225
2018
Q4 		– Sell
-200
Closed -$23K – 585
2018
Q3 		$23K Buy
+200
New +$22.7K ﹤0.01% 379

Other funds holding VOE

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

Citizens Financial Group's VOE Position: Q2 2026 in Review

Citizens Financial Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.77% in Q2 2026, buying an estimated $8.13K and bringing the position to 5,511 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #428.

Citizens Financial Group first reported a position in VOE in Q3 2018 and has held it in 27 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Citizens Financial Group held 5,511 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.09M as of Q2 2026.
  • Citizens Financial Group bought 42 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $8.13K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #428 holding.
  • Citizens Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2018 and has held it in 27 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.