Claro Advisors’s Vanguard Morningstar 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 Q3	$284K	Buy	1,450 +63	+5%	+$12.9K	0.03%	418
2026 Q2	$274K	Sell	1,387 -50	-3%	-$9.7K	0.03%	427
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 $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Claro Advisors's VOE Position: Q3 2026 in Review

Claro Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.5% in Q3 2026, buying an estimated $12.9K and bringing the position to 1,450 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #418.

Claro Advisors first reported a position in VOE in Q4 2018 and has held it in 7 quarters since. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Claro Advisors held 1,450 shares of Vanguard Morningstar Mid-Cap Value ETF worth $284K as of Q3 2026.
Claro Advisors bought 63 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $12.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #418 holding.
Claro Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 7 quarters since.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.