Comprehensive Money Management Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Comprehensive Money Management Services’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	$344K	Hold	1,865	–	–	0.23%	141
2025 Q4	$331K	Hold	1,865	–	–	0.23%	136
2025 Q3	$326K	Hold	1,865	–	–	0.23%	138
2025 Q2	$307K	Sell	1,865 -250	-12%	-$39.6K	0.23%	134
2025 Q1	$340K	Hold	2,115	–	–	0.27%	120
2024 Q4	$342K	Buy	+2,115	New	+$357K	0.28%	115

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

Comprehensive Money Management Services's VOE Position: Q1 2026 in Review

Comprehensive Money Management Services held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 1,865 shares worth $344K. The position accounts for 0.23% of the portfolio, ranked #141.

Comprehensive Money Management Services first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Comprehensive Money Management Services held 1,865 shares of Vanguard Mid-Cap Value ETF worth $344K as of Q1 2026.
Comprehensive Money Management Services left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.23% of Comprehensive Money Management Services's portfolio in Q1 2026, its #141 holding.
Comprehensive Money Management Services first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.