Financial Engines Advisors
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Financial Engines Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Financial Engines 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 		$1.96M Buy
10,622
+63
+0.6% +$11.8K ﹤0.01% 231
2025
Q4 		$1.87M Sell
10,559
-1,006
-9% -$176K ﹤0.01% 246
2025
Q3 		$2.02M Sell
11,565
-253
-2% -$43K ﹤0.01% 239
2025
Q2 		$1.94M Buy
11,818
+6
+0.1% +$950 ﹤0.01% 224
2025
Q1 		$1.9M Sell
11,812
-1,289
-10% -$211K ﹤0.01% 195
2024
Q4 		$2.12M Buy
13,101
+4,256
+48% +$718K ﹤0.01% 193
2024
Q3 		$1.48M Buy
8,845
+274
+3% +$43.6K ﹤0.01% 202
2024
Q2 		$1.3M Buy
8,571
+1,449
+20% +$220K ﹤0.01% 200
2024
Q1 		$1.11M Buy
7,122
+35
+0.5% +$5.14K ﹤0.01% 191
2023
Q4 		$1.03M Buy
7,087
+355
+5% +$47.7K ﹤0.01% 183
2023
Q3 		$882K Buy
6,732
+35
+0.5% +$4.85K ﹤0.01% 175
2023
Q2 		$927K Sell
6,697
-421
-6% -$56.1K ﹤0.01% 175
2023
Q1 		$954K Buy
7,118
+282
+4% +$39.1K ﹤0.01% 182
2022
Q4 		$925K Buy
6,836
+212
+3% +$28.4K ﹤0.01% 176
2022
Q3 		$806K Sell
6,624
-1,336
-17% -$181K ﹤0.01% 173
2022
Q2 		$1.03M Buy
7,960
+9
+0.1% +$1.27K ﹤0.01% 155
2022
Q1 		$1.19M Buy
7,951
+943
+13% +$139K ﹤0.01% 149
2021
Q4 		$1.05M Sell
7,008
-231
-3% -$33.9K ﹤0.01% 118
2021
Q3 		$1.01M Sell
7,239
-310
-4% -$44K ﹤0.01% 116
2021
Q2 		$1.06M Sell
7,549
-17
-0.2% -$2.4K ﹤0.01% 98
2021
Q1 		$1.02M Sell
7,566
-135
-2% -$17.3K ﹤0.01% 117
2020
Q4 		$916K Sell
7,701
-221
-3% -$24.8K ﹤0.01% 117
2020
Q3 		$803K Sell
7,922
-29
-0.4% -$2.94K ﹤0.01% 121
2020
Q2 		$761K Sell
7,951
-16,017
-67% -$1.47M ﹤0.01% 115
2020
Q1 		$1.95M Buy
+23,968
New +$2.58M 0.01% 81

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

Financial Engines Advisors's VOE Position: Q1 2026 in Review

Financial Engines Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 10,622 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Financial Engines Advisors first reported a position in VOE in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.12M in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Financial Engines Advisors held 10,622 shares of Vanguard Mid-Cap Value ETF worth $1.96M as of Q1 2026.
  • Financial Engines Advisors bought 63 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $11.8K.
  • Vanguard Mid-Cap Value ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #231 holding.
  • Financial Engines Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Financial Engines Advisors's Vanguard Mid-Cap Value ETF position peaked at $2.12M in Q4 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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