Element Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Element Wealth’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	$266K	Sell	1,442 -16	-1%	-$2.99K	0.11%	172
2025 Q4	$259K	Buy	+1,458	New	+$255K	0.11%	169
2025 Q1	–	Sell	-225	Closed	-$36.4K	–	287
2024 Q4	$36.4K	Hold	225	–	–	0.02%	210
2024 Q3	$37.7K	Hold	225	–	–	0.02%	206
2024 Q2	$33.8K	Hold	225	–	–	0.02%	202
2024 Q1	$35.1K	Hold	225	–	–	0.02%	201
2023 Q4	$32.6K	Buy	+225	New	+$30.2K	0.02%	186

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Element Wealth's VOE Position: Q1 2026 in Review

Element Wealth reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 1.1% in Q1 2026, selling an estimated $2.99K and leaving 1,442 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #172.

Element Wealth first reported a position in VOE in Q4 2023 and has held it in 7 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Element Wealth held 1,442 shares of Vanguard Mid-Cap Value ETF worth $266K as of Q1 2026.
Element Wealth sold 16 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $2.99K.
Vanguard Mid-Cap Value ETF made up 0.11% of Element Wealth's portfolio in Q1 2026, its #172 holding.
Element Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 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 Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.