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

ERTS 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 		$14.2M Sell
77,301
-18,597
-19% -$3.47M 4.53% 9
2025
Q4 		$17M Buy
95,898
+2,602
+3% +$455K 5.34% 8
2025
Q3 		$16.3M Buy
93,296
+2,333
+3% +$397K 5.26% 9
2025
Q2 		$15M Sell
90,963
-85,285
-48% -$13.5M 5.16% 8
2025
Q1 		$28.3M Buy
176,248
+19
+0% +$3.11K 5.5% 7
2024
Q4 		$28.5M Buy
176,229
+5,824
+3% +$982K 5.38% 7
2024
Q3 		$28.6M Buy
170,405
+912
+0.5% +$145K 5.35% 7
2024
Q2 		$25.5M Buy
169,493
+1,911
+1% +$290K 5.13% 7
2024
Q1 		$26.1M Buy
167,582
+2,165
+1% +$318K 5.33% 6
2023
Q4 		$24M Buy
165,417
+4,287
+3% +$576K 5.17% 6
2023
Q3 		$21.1M Buy
161,130
+1,786
+1% +$247K 5.08% 6
2023
Q2 		$22M Buy
159,344
+6,708
+4% +$894K 5.14% 7
2023
Q1 		$20.5M Sell
152,636
-34,029
-18% -$4.72M 4.96% 7
2022
Q4 		$25.2M Buy
186,665
+2,848
+2% +$382K 6.54% 5
2022
Q3 		$22.4M Buy
183,817
+6,948
+4% +$941K 6.28% 6
2022
Q2 		$22.9M Sell
176,869
-239
-0.1% -$33.8K 6.5% 4
2022
Q1 		$26.5M Buy
177,108
+31,948
+22% +$4.7M 7.42% 4
2021
Q4 		$21.8M Buy
145,160
+4,283
+3% +$629K 5.21% 6
2021
Q3 		$19.7M Buy
140,877
+3,115
+2% +$442K 5.16% 6
2021
Q2 		$19.4M Sell
137,762
-67,901
-33% -$9.6M 5.24% 7
2021
Q1 		$27.7M Buy
205,663
+9,232
+5% +$1.18M 8.22% 3
2020
Q4 		$23.4M Buy
196,431
+25,655
+15% +$2.87M 7.59% 4
2020
Q3 		$17.3M Sell
170,776
-14,696
-8% -$1.49M 6.51% 5
2020
Q2 		$17.8M Buy
185,472
+28,174
+18% +$2.58M 7.17% 4
2020
Q1 		$12.8M Buy
+157,298
New +$16.9M 6.19% 4

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

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

ERTS Wealth Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 19% in Q1 2026, selling an estimated $3.47M and leaving 77,301 shares worth $14.2M. The position accounts for 4.53% of the portfolio, ranked #9.

ERTS Wealth Advisors first reported a position in VOE in Q1 2020 and has held it in 25 quarters since. The position peaked at $28.6M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • ERTS Wealth Advisors held 77,301 shares of Vanguard Mid-Cap Value ETF worth $14.2M as of Q1 2026.
  • ERTS Wealth Advisors sold 18,597 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $3.47M.
  • Vanguard Mid-Cap Value ETF made up 4.53% of ERTS Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • ERTS Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • ERTS Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $28.6M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.