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Crescent Grove Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Crescent Grove 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
Q2 		– Sell
-1,276
Closed -$235K – 324
2026
Q1 		$235K Buy
1,276
+3
+0.2% +$560 0.02% 267
2025
Q4 		$226K Buy
1,273
+7
+0.6% +$1.23K 0.02% 274
2025
Q3 		$222K Buy
1,266
+3
+0.2% +$510 0.02% 270
2025
Q2 		$209K Hold
1,263
– – 0.02% 269
2025
Q1 		$203K Buy
1,263
+4
+0.3% +$654 0.02% 251
2024
Q4 		$204K Buy
1,259
+4
+0.3% +$675 0.02% 267
2024
Q3 		$210K Buy
+1,255
New +$200K 0.02% 261
2024
Q2 		– Sell
-1,444
Closed -$225K – 318
2024
Q1 		$225K Buy
1,444
+3
+0.2% +$440 0.02% 284
2023
Q4 		$209K Buy
+1,441
New +$194K 0.02% 274
2023
Q3 		– Sell
-3,366
Closed -$466K – 303
2023
Q2 		$466K Hold
3,366
– – 0.05% 177
2023
Q1 		$451K Sell
3,366
-1,604
-32% -$223K 0.05% 182
2022
Q4 		$672K Buy
4,970
+1,604
+48% +$215K 0.07% 149
2022
Q3 		$410K Hold
3,366
– – 0.05% 168
2022
Q2 		$436K Buy
+3,366
New +$476K 0.05% 169
2022
Q1 		– Sell
-1,378
Closed -$207K – 312
2021
Q4 		$207K Buy
+1,378
New +$202K 0.02% 279
2020
Q1 		– Sell
-2,637
Closed -$314K – 164
2019
Q4 		$314K Buy
2,637
+205
+8% +$23.6K 0.05% 128
2019
Q3 		$275K Hold
2,432
– – 0.05% 125
2019
Q2 		$272K Buy
2,432
+20
+0.8% +$2.19K 0.05% 125
2019
Q1 		$261K Hold
2,412
– – 0.05% 125
2018
Q4 		$230K Hold
2,412
– – 0.05% 141
2018
Q3 		$275K Hold
2,412
– – 0.06% 114
2018
Q2 		$266K Hold
2,412
– – 0.07% 115
2018
Q1 		$264K Hold
2,412
– – 0.06% 113
2017
Q4 		$269K Sell
2,412
-700
-22% -$75.8K 0.07% 108
2017
Q3 		$329K Buy
3,112
+19
+0.6% +$1.97K 0.08% 94
2017
Q2 		$318K Buy
+3,093
New +$316K 0.09% 93

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Crescent Grove Advisors's VOE Position: Q2 2026 in Review

Crescent Grove Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,276 shares — an estimated $235K sold.

Crescent Grove Advisors first reported a position in VOE in Q2 2017 and held it in 26 quarters. The position peaked at $672K in Q4 2022. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Crescent Grove Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,276 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $235K.
  • Crescent Grove Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and held it in 26 quarters.
  • Crescent Grove Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $672K in Q4 2022.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.