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Eagle Strategies’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Eagle Strategies’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 		$12.7M Buy
68,837
+2,550
+4% +$476K 1.52% 15
2025
Q4 		$11.8M Sell
66,287
-1,049
-2% -$184K 1.5% 20
2025
Q3 		$11.8M Sell
67,336
-303
-0.4% -$51.6K 1.57% 16
2025
Q2 		$11.1M Buy
67,639
+3,339
+5% +$529K 1.7% 15
2025
Q1 		$10.3M Buy
64,300
+950
+1% +$155K 1.8% 14
2024
Q4 		$10.2M Buy
63,350
+832
+1% +$140K 1.77% 13
2024
Q3 		$10.5M Sell
62,518
-3,274
-5% -$520K 1.89% 12
2024
Q2 		$9.9M Buy
65,792
+60,193
+1,075% +$9.13M 1.89% 11
2024
Q1 		$873K Sell
5,599
-64,532
-92% -$9.47M 0.19% 120
2023
Q4 		$10.2M Sell
70,131
-218
-0.3% -$29.3K 2.18% 11
2023
Q3 		$9.21M Sell
70,349
-1,296
-2% -$180K 2.27% 10
2023
Q2 		$9.91M Sell
71,645
-21,454
-23% -$2.86M 2.41% 10
2023
Q1 		$12.5M Sell
93,099
-65,197
-41% -$9.04M 3.12% 7
2022
Q4 		$21.4M Buy
+158,296
New +$21.2M 6.4% 1
2022
Q3 		– Sell
-176,827
Closed -$22.9M – 146
2022
Q2 		$22.9M Sell
176,827
-4,122
-2% -$583K 8.35% 1
2022
Q1 		$27.1M Buy
180,949
+15,854
+10% +$2.33M 10.58% 1
2021
Q4 		$24.8M Buy
+165,095
New +$24.2M 9.68% 1

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

Eagle Strategies's VOE Position: Q1 2026 in Review

Eagle Strategies increased its Vanguard Mid-Cap Value ETF (VOE) stake by 3.8% in Q1 2026, buying an estimated $476K and bringing the position to 68,837 shares worth $12.7M. The position accounts for 1.52% of the portfolio, ranked #15.

Eagle Strategies first reported a position in VOE in Q4 2021 and has held it in 17 quarters since. The position peaked at $27.1M in Q1 2022. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Eagle Strategies held 68,837 shares of Vanguard Mid-Cap Value ETF worth $12.7M as of Q1 2026.
  • Eagle Strategies bought 2,550 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $476K.
  • Vanguard Mid-Cap Value ETF made up 1.52% of Eagle Strategies's portfolio in Q1 2026, its #15 holding.
  • Eagle Strategies first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Eagle Strategies's Vanguard Mid-Cap Value ETF position peaked at $27.1M in Q1 2022.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Eagle Strategies's 13F filing for Q1 2026, filed 20 Apr 2026.