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

Croban’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	$692K	Buy	3,503 +142	+4%	+$27.5K	0.31%	63
2026 Q1	$619K	Sell	3,361 -128	-4%	-$23.9K	0.29%	61
2025 Q4	$619K	Sell	3,489 -506	-13%	-$88.6K	0.3%	63
2025 Q3	$697K	Sell	3,995 -2,690	-40%	-$458K	0.46%	64
2025 Q2	$1.1M	Buy	6,685 +334	+5%	+$52.9K	0.94%	41
2025 Q1	$1.02M	Buy	6,351 +803	+14%	+$131K	0.94%	48
2024 Q4	$897K	Buy	+5,548	New	+$936K	0.88%	49
2023 Q4	$897K	Buy	+5,548	New	+$745K	0.89%	49

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

Croban's VOE Position: Q2 2026 in Review

Croban increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.2% in Q2 2026, buying an estimated $27.5K and bringing the position to 3,503 shares worth $692K. The position accounts for 0.31% of the portfolio, ranked #63.

Croban first reported a position in VOE in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.1M in Q2 2025. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Croban held 3,503 shares of Vanguard Morningstar Mid-Cap Value ETF worth $692K as of Q2 2026.
Croban bought 142 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $27.5K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.31% of Croban's portfolio in Q2 2026, its #63 holding.
Croban first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
Croban's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.1M in Q2 2025.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Croban's 13F filing for Q2 2026, filed 3 Aug 2026.