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

EP Wealth Advisors’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 		$763M Buy
4,140,038
+233,942
+6% +$43.7M 3.75% 4
2025
Q4 		$693M Buy
+3,906,096
New +$684M 3.6% 3
2025
Q2 		$275M Buy
1,674,933
+159,488
+11% +$25.3M 1.81% 11
2025
Q1 		$243M Buy
1,515,445
+239,192
+19% +$39.1M 1.94% 10
2024
Q4 		$206M Buy
1,276,253
+349,161
+38% +$58.9M 1.68% 14
2024
Q3 		$155M Buy
927,092
+196,458
+27% +$31.2M 1.34% 17
2024
Q2 		$110M Buy
730,634
+79,936
+12% +$12.1M 1.17% 19
2024
Q1 		$101M Buy
650,698
+1,658
+0.3% +$243K 1.19% 19
2023
Q4 		$94.1M Buy
649,040
+91,675
+16% +$12.3M 1.2% 18
2023
Q3 		$73M Buy
557,365
+548,206
+5,985% +$75.9M 1.13% 18
2023
Q2 		$69.2M Sell
9,159
-12,579
-58% -$1.68M 1% 20
2023
Q1 		$4.58M Sell
21,738
-363,761
-94% -$50.5M 0.08% 145
2022
Q4 		$52.1M Buy
385,499
+90,929
+31% +$12.2M 0.94% 24
2022
Q3 		$35.9M Buy
294,570
+35,783
+14% +$4.84M 0.81% 33
2022
Q2 		$33.5M Buy
258,787
+78,618
+44% +$11.1M 0.75% 36
2022
Q1 		$27M Buy
180,169
+36,408
+25% +$5.35M 0.59% 47
2021
Q4 		$21.6M Buy
143,761
+32,836
+30% +$4.82M 0.51% 49
2021
Q3 		$15.5M Buy
110,925
+32,034
+41% +$4.55M 0.42% 52
2021
Q2 		$11.1M Buy
78,891
+51,782
+191% +$7.32M 0.31% 64
2021
Q1 		$3.66M Buy
27,109
+23,441
+639% +$3M 0.12% 120
2020
Q4 		$436K Sell
3,668
-20,784
-85% -$2.33M 0.02% 292
2020
Q3 		$2.48M Sell
24,452
-16,627
-40% -$1.68M 0.11% 93
2020
Q2 		$3.93M Sell
41,079
-3,179
-7% -$292K 0.17% 83
2020
Q1 		$3.6M Sell
44,258
-13,441
-23% -$1.45M 0.18% 88
2019
Q4 		$6.88M Buy
+57,699
New +$6.65M 0.28% 66

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EP Wealth Advisors's VOE Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 6% in Q1 2026, buying an estimated $43.7M and bringing the position to 4,140,038 shares worth $763M. The position accounts for 3.75% of the portfolio, ranked #4.

EP Wealth Advisors first reported a position in VOE in Q4 2019 and has held it in 25 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • EP Wealth Advisors held 4,140,038 shares of Vanguard Mid-Cap Value ETF worth $763M as of Q1 2026.
  • EP Wealth Advisors bought 233,942 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $43.7M.
  • Vanguard Mid-Cap Value ETF made up 3.75% of EP Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • EP Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.