Cliff Asness’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Cliff Asness’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	$9.9M	Buy	50,121 +5,748	+13%	+$1.11M	﹤0.01%	1577
2026 Q1	$8.18M	Buy	44,373 +17,388	+64%	+$3.25M	﹤0.01%	1443
2025 Q4	$4.79M	Buy	26,985 +9,642	+56%	+$1.69M	﹤0.01%	1586
2025 Q3	$3.03M	Buy	17,343 +4,388	+34%	+$747K	﹤0.01%	1738
2025 Q2	$2.13M	Buy	12,955 +4,065	+46%	+$644K	﹤0.01%	1733
2025 Q1	$1.43M	Buy	8,890 +1,081	+14%	+$177K	﹤0.01%	1801
2024 Q4	$1.26M	Buy	7,809 +817	+12%	+$138K	﹤0.01%	1769
2024 Q3	$1.17M	Buy	+6,992	New	+$1.11M	﹤0.01%	1756

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

Cliff Asness's VOE Position: Q2 2026 in Review

Cliff Asness increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q2 2026, buying an estimated $1.11M and bringing the position to 50,121 shares worth $9.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Cliff Asness first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Cliff Asness held 50,121 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.9M as of Q2 2026.
Cliff Asness bought 5,748 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.11M.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1577 holding.
Cliff Asness first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.