Claro Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Claro 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	$265K	Buy	1,437 +296	+26%	+$55.3K	0.03%	410
2025 Q4	$202K	Buy	+1,141	New	+$200K	0.03%	411
2025 Q1	–	Sell	-1,291	Closed	-$209K	–	553
2024 Q4	$209K	Hold	1,291	–	–	0.03%	458
2024 Q3	$216K	Buy	+1,291	New	+$205K	0.03%	466
2019 Q1	–	Sell	-143	Closed	-$16K	–	915
2018 Q4	$16K	Buy	+143	New	+$15K	0.01%	593

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

Claro Advisors's VOE Position: Q1 2026 in Review

Claro Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 26% in Q1 2026, buying an estimated $55.3K and bringing the position to 1,437 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #410.

Claro Advisors first reported a position in VOE in Q4 2018 and has held it in 5 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Claro Advisors held 1,437 shares of Vanguard Mid-Cap Value ETF worth $265K as of Q1 2026.
Claro Advisors bought 296 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $55.3K.
Vanguard Mid-Cap Value ETF made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #410 holding.
Claro Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and has held it in 5 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.