CX Institutional’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.91M | Buy |
24,848
+445
| +2% | +$86.1K | 0.14% | 155 |
|
|
2026
Q1 | $4.5M | Sell |
24,403
-23,464
| -49% | -$4.38M | 0.14% | 173 |
|
|
2025
Q4 | $8.49M | Buy |
47,867
+1,346
| +3% | +$236K | 0.25% | 98 |
|
|
2025
Q3 | $8.12M | Buy |
46,521
+1,284
| +3% | +$218K | 0.25% | 98 |
|
|
2025
Q2 | $7.44M | Buy |
45,237
+4,943
| +12% | +$783K | 0.26% | 82 |
|
|
2025
Q1 | $6.47M | Buy |
40,294
+4,751
| +13% | +$777K | 0.24% | 97 |
|
|
2024
Q4 | $5.75M | Sell |
35,543
-702
| -2% | -$118K | 0.23% | 100 |
|
|
2024
Q3 | $6.08M | Buy |
36,245
+6,581
| +22% | +$1.05M | 0.27% | 104 |
|
|
2024
Q2 | $4.46M | Buy |
29,664
+335
| +1% | +$50.8K | 0.21% | 120 |
|
|
2024
Q1 | $4.57M | Sell |
29,329
-94
| -0.3% | -$13.8K | 0.22% | 114 |
|
|
2023
Q4 | $4.27M | Sell |
29,423
-11,049
| -27% | -$1.48M | 0.23% | 113 |
|
|
2023
Q3 | $5.3M | Sell |
40,472
-27,975
| -41% | -$3.87M | 0.29% | 92 |
|
|
2023
Q2 | $9.47M | Sell |
68,447
-235
| -0.3% | -$31.3K | 0.49% | 55 |
|
|
2023
Q1 | $9.2M | Buy |
68,682
+24,621
| +56% | +$3.42M | 0.49% | 58 |
|
|
2022
Q4 | $5.96M | Buy |
44,061
+10,098
| +30% | +$1.35M | 0.36% | 65 |
|
|
2022
Q3 | $4.14M | Buy |
33,963
+2,734
| +9% | +$370K | 0.29% | 93 |
|
|
2022
Q2 | $4.04M | Sell |
31,229
-25,008
| -44% | -$3.54M | 0.31% | 81 |
|
|
2022
Q1 | $8.42M | Buy |
56,237
+360
| +0.6% | +$52.9K | 0.67% | 34 |
|
|
2021
Q4 | $8.4M | Buy |
55,877
+10,885
| +24% | +$1.6M | 0.67% | 37 |
|
|
2021
Q3 | $6.28M | Sell |
44,992
-4,418
| -9% | -$628K | 0.51% | 52 |
|
|
2021
Q2 | $6.94M | Sell |
49,410
-17,104
| -26% | -$2.42M | 0.57% | 44 |
|
|
2021
Q1 | $8.97M | Buy |
66,514
+16,543
| +33% | +$2.12M | 0.8% | 28 |
|
|
2020
Q4 | $5.94M | Buy |
49,971
+10,911
| +28% | +$1.22M | 0.57% | 45 |
|
|
2020
Q3 | $3.96M | Buy |
39,060
+7,136
| +22% | +$723K | 0.43% | 63 |
|
|
2020
Q2 | $3.06M | Buy |
31,924
+2,885
| +10% | +$265K | 0.4% | 53 |
|
|
2020
Q1 | $2.36M | Buy |
29,039
+4,215
| +17% | +$454K | 0.39% | 60 |
|
|
2019
Q4 | $2.96M | Sell |
24,824
-758
| -3% | -$87.3K | 0.52% | 46 |
|
|
2019
Q3 | $2.89M | Buy |
25,582
+3,143
| +14% | +$349K | 0.47% | 57 |
|
|
2019
Q2 | $2.5M | Buy |
22,439
+2,572
| +13% | +$282K | 0.4% | 64 |
|
|
2019
Q1 | $2.14M | Sell |
19,867
-1,200
| -6% | -$126K | 0.38% | 72 |
|
|
2018
Q4 | $2.01M | Buy |
21,067
+3,854
| +22% | +$405K | 0.42% | 53 |
|
|
2018
Q3 | $1.95M | Sell |
17,213
-596
| -3% | -$67.7K | 0.64% | 47 |
|
|
2018
Q2 | $1.97M | Buy |
+17,809
| New | +$1.97M | 0.73% | 48 |
|
Other funds holding VOE
EWA
CX Institutional's VOE Position: Q2 2026 in Review
CX Institutional increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.8% in Q2 2026, buying an estimated $86.1K and bringing the position to 24,848 shares worth $4.91M. The position accounts for 0.14% of the portfolio, ranked #155.
CX Institutional first reported a position in VOE in Q2 2018 and has held it in 33 quarters since. The position peaked at $9.47M in Q2 2023. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- CX Institutional held 24,848 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.91M as of Q2 2026.
- CX Institutional bought 445 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $86.1K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of CX Institutional's portfolio in Q2 2026, its #155 holding.
- CX Institutional first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's Vanguard Morningstar Mid-Cap Value ETF position peaked at $9.47M in Q2 2023.
- 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.