Elm Partners Management’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
$706K Buy
3,574
+18
+0.5% +$3.48K 0.03% 94
2026
Q1
$645K Sell
3,556
-28
-0.8% -$5.23K 0.03% 83
2025
Q4
$636K Buy
3,584
+1
+0% +$175 0.03% 88
2025
Q3
$625K Buy
3,583
+825
+30% +$140K 0.03% 87
2025
Q2
$454K Buy
2,758
+156
+6% +$24.7K 0.03% 76
2025
Q1
$418K Buy
2,602
+61
+2% +$9.97K 0.03% 49
2024
Q4
$411K Buy
2,541
+57
+2% +$9.62K 0.03% 53
2024
Q3
$416K Hold
2,484
0.03% 51
2024
Q2
$374K Hold
2,484
0.03% 52
2024
Q1
$387K Buy
+2,484
New +$365K 0.03% 48

Other funds holding VOE

Elm Partners Management's VOE Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.51% in Q2 2026, buying an estimated $3.48K and bringing the position to 3,574 shares worth $706K. The position accounts for 0.03% of the portfolio, ranked #94.

Elm Partners Management first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Elm Partners Management held 3,574 shares of Vanguard Morningstar Mid-Cap Value ETF worth $706K as of Q2 2026.
  • Elm Partners Management bought 18 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $3.48K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Elm Partners Management's portfolio in Q2 2026, its #94 holding.
  • Elm Partners Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.