Empirical Finance’s Vanguard Morningstar 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 Q2	$2.1M	Sell	10,608 -2,573	-20%	-$498K	0.09%	197
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 New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Empirical Finance's VOE Position: Q2 2026 in Review

Empirical Finance reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 20% in Q2 2026, selling an estimated $498K and leaving 10,608 shares worth $2.1M. The position accounts for 0.09% of the portfolio, ranked #197.

Empirical Finance first reported a position in VOE in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.47M in Q3 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Empirical Finance held 10,608 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.1M as of Q2 2026.
Empirical Finance sold 2,573 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $498K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Empirical Finance's portfolio in Q2 2026, its #197 holding.
Empirical Finance first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and has held it in 24 quarters since.
Empirical Finance's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.47M in Q3 2024.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.