Crews Bank & Trust’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Crews Bank & Trust’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	$36.8K	Hold	186	–	–	﹤0.01%	415
2026 Q1	$34.3K	Hold	186	–	–	0.01%	414
2025 Q4	$33K	Buy	186 +150	+417%	+$26.3K	﹤0.01%	412
2025 Q3	$6.29K	Hold	36	–	–	﹤0.01%	551
2025 Q2	$5.92K	Hold	36	–	–	﹤0.01%	553
2025 Q1	$5.78K	Hold	36	–	–	﹤0.01%	545
2024 Q4	$5.82K	Buy	+36	New	+$6.07K	﹤0.01%	542

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

Crews Bank & Trust's VOE Position: Q2 2026 in Review

Crews Bank & Trust held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 186 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Crews Bank & Trust first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Crews Bank & Trust held 186 shares of Vanguard Morningstar Mid-Cap Value ETF worth $36.8K as of Q2 2026.
Crews Bank & Trust left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #415 holding.
Crews Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.