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Dunhill Financial’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Dunhill Financial’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 		$24.7K Buy
+134
New +$25K 0.01% 405
2025
Q3 		– Sell
-33
Closed -$5.43K – 1021
2025
Q2 		$5.43K Hold
33
– – ﹤0.01% 541
2025
Q1 		$5.3K Sell
33
-33
-50% -$5.39K ﹤0.01% 550
2024
Q4 		$10.7K Buy
66
+33
+100% +$5.57K 0.01% 367
2024
Q3 		$5.53K Hold
33
– – ﹤0.01% 531
2024
Q2 		$4.96K Hold
33
– – ﹤0.01% 395
2024
Q1 		$5.14K Buy
+33
New +$4.84K ﹤0.01% 317

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dunhill Financial's VOE Position: Q1 2026 in Review

Dunhill Financial opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 134 shares worth $24.7K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: Dunhill Financial previously reported a position in VOE as recently as Q2 2025.

Dunhill Financial first reported a position in VOE in Q1 2024 and has held it in 7 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Dunhill Financial held 134 shares of Vanguard Mid-Cap Value ETF worth $24.7K as of Q1 2026.
  • Vanguard Mid-Cap Value ETF was a new Dunhill Financial position in Q1 2026.
  • Vanguard Mid-Cap Value ETF made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #405 holding.
  • Dunhill Financial first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.