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Continuum Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Continuum Advisory’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 		$687K Buy
3,727
+672
+22% +$126K 0.07% 236
2025
Q4 		$542K Buy
3,055
+384
+14% +$67.2K 0.05% 267
2025
Q3 		$466K Buy
2,671
+130
+5% +$22.1K 0.05% 284
2025
Q2 		$418K Sell
2,541
-1,066
-30% -$169K 0.05% 285
2025
Q1 		$579K Buy
3,607
+5
+0.1% +$817 0.07% 221
2024
Q4 		$583K Buy
3,602
+99
+3% +$16.7K 0.07% 222
2024
Q3 		$596K Buy
3,503
+471
+16% +$74.9K 0.08% 223
2024
Q2 		$456K Sell
3,032
-6
-0.2% -$910 0.07% 238
2024
Q1 		$468K Sell
3,038
-4,577
-60% -$672K 0.07% 240
2023
Q4 		$1.11M Buy
7,615
+281
+4% +$37.7K 0.16% 161
2023
Q3 		$960K Sell
7,334
-7
-0.1% -$970 0.15% 168
2023
Q2 		$1.02M Buy
7,341
+279
+4% +$37.2K 0.16% 163
2023
Q1 		$947K Sell
7,062
-10
-0.1% -$1.39K 0.16% 157
2022
Q4 		$956K Sell
7,072
-3,662
-34% -$491K 0.17% 157
2022
Q3 		$1.31M Buy
10,734
+2,830
+36% +$383K 0.23% 118
2022
Q2 		$1.02M Buy
7,904
+165
+2% +$23.3K 0.19% 145
2022
Q1 		$1.1M Buy
7,739
+5,651
+271% +$831K 0.21% 123
2021
Q4 		$314K Sell
2,088
-652
-24% -$95.7K 0.07% 235
2021
Q3 		$383K Buy
2,740
+96
+4% +$13.6K 0.1% 190
2021
Q2 		$371K Buy
+2,644
New +$374K 0.12% 186
2017
Q3 		– Sell
-2,333
Closed -$240K – 157
2017
Q2 		$240K Buy
2,333
+184
+9% +$18.8K 0.24% 119
2017
Q1 		$219K Buy
+2,149
New +$217K 0.26% 108

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Continuum Advisory's VOE Position: Q1 2026 in Review

Continuum Advisory increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 22% in Q1 2026, buying an estimated $126K and bringing the position to 3,727 shares worth $687K. The position accounts for 0.07% of the portfolio, ranked #236.

Continuum Advisory first reported a position in VOE in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.31M in Q3 2022. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Continuum Advisory held 3,727 shares of Vanguard Morningstar Mid-Cap Value ETF worth $687K as of Q1 2026.
  • Continuum Advisory bought 672 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $126K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Continuum Advisory's portfolio in Q1 2026, its #236 holding.
  • Continuum Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2017 and has held it in 22 quarters since.
  • Continuum Advisory's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.31M in Q3 2022.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.