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Empirical Finance’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Empirical Finance’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 		$2.43M Buy
+13,181
New +$2.46M 0.11% 163
2025
Q4 		– Sell
-13,181
Closed -$2.3M – 507
2025
Q3 		$2.3M Hold
13,181
– – 0.11% 168
2025
Q2 		$2.17M Hold
13,181
– – 0.11% 171
2025
Q1 		$2.12M Sell
13,181
-775
-6% -$127K 0.13% 156
2024
Q4 		$2.26M Sell
13,956
-776
-5% -$131K 0.13% 141
2024
Q3 		$2.47M Hold
14,732
– – 0.14% 135
2024
Q2 		$2.22M Hold
14,732
– – 0.14% 133
2024
Q1 		$2.3M Hold
14,732
– – 0.14% 142
2023
Q4 		$2.14M Sell
14,732
-59
-0.4% -$7.92K 0.15% 130
2023
Q3 		$1.94M Hold
14,791
– – 0.14% 133
2023
Q2 		$2.05M Sell
14,791
-165
-1% -$22K 0.16% 124
2023
Q1 		$2.01M Sell
14,956
-44
-0.3% -$6.1K 0.19% 113
2022
Q4 		$2.03M Hold
15,000
– – 0.21% 100
2022
Q3 		$1.83M Hold
15,000
– – 0.22% 92
2022
Q2 		$1.94M Hold
15,000
– – 0.25% 74
2022
Q1 		$2.25M Sell
15,000
-694
-4% -$102K 0.25% 76
2021
Q4 		$2.36M Hold
15,694
– – 0.28% 68
2021
Q3 		$2.19M Hold
15,694
– – 0.33% 57
2021
Q2 		$2.21M Sell
15,694
-330
-2% -$46.6K 0.36% 54
2021
Q1 		$1.91M Hold
16,024
– – 0.34% 80
2020
Q4 		$1.91M Sell
16,024
-1,857
-10% -$208K 0.34% 80
2020
Q3 		$1.81M Buy
17,881
+3,096
+21% +$314K 0.39% 62
2020
Q2 		$1.42M Buy
+14,785
New +$1.36M 0.36% 75

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

Empirical Finance's VOE Position: Q1 2026 in Review

Empirical Finance opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 13,181 shares worth $2.43M. The stake represents 0.11% of the portfolio and ranks #163 among its holdings. This is a return to the name: Empirical Finance previously reported a position in VOE as recently as Q3 2025.

Empirical Finance first reported a position in VOE in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.47M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Empirical Finance held 13,181 shares of Vanguard Mid-Cap Value ETF worth $2.43M as of Q1 2026.
  • Vanguard Mid-Cap Value ETF was a new Empirical Finance position in Q1 2026.
  • Vanguard Mid-Cap Value ETF made up 0.11% of Empirical Finance's portfolio in Q1 2026, its #163 holding.
  • Empirical Finance first reported a position in Vanguard Mid-Cap Value ETF in Q2 2020 and has held it in 23 quarters since.
  • Empirical Finance's Vanguard Mid-Cap Value ETF position peaked at $2.47M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.