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

David Shaw’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	–	Sell	-4,456	Closed	-$790K	–	5102
2025 Q4	$790K	Buy	+4,456	New	+$780K	﹤0.01%	3680
2025 Q1	–	Sell	-1,242	Closed	-$201K	–	4796
2024 Q4	$201K	Sell	1,242 -1,130	-48%	-$191K	﹤0.01%	4083
2024 Q3	$398K	Sell	2,372 -11,722	-83%	-$1.86M	﹤0.01%	3831
2024 Q2	$2.12M	Buy	+14,094	New	+$2.14M	﹤0.01%	2611

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

David Shaw's VOE Position: Q1 2026 in Review

David Shaw sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 4,456 shares — an estimated $790K sold.

David Shaw first reported a position in VOE in Q2 2024 and held it in 4 quarters. The position peaked at $2.12M in Q2 2024. 1,225 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

David Shaw reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
David Shaw sold 4,456 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $790K.
David Shaw first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and held it in 4 quarters.
David Shaw's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.12M in Q2 2024.
1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.