Focus Partners Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Focus Partners Wealth’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	$126M	Buy	683,834 +6,650	+1%	+$1.24M	0.14%	152
2025 Q4	$119M	Sell	677,184 -5,011	-0.7%	-$877K	0.14%	151
2025 Q3	$119M	Buy	682,195 +14,779	+2%	+$2.51M	0.19%	98
2025 Q2	$110M	Buy	667,416 +329,597	+98%	+$52.2M	0.24%	86
2025 Q1	$54.2M	Buy	337,819 +18,883	+6%	+$3.09M	0.14%	156
2024 Q4	$51.6M	Buy	318,936 +28,911	+10%	+$4.88M	0.13%	156
2024 Q3	$48.6M	Sell	290,025 -263,245	-48%	-$41.8M	0.15%	141
2024 Q2	$83.2M	Buy	553,270 +293,925	+113%	+$44.6M	0.28%	84
2024 Q1	$40.4M	Buy	259,345 +5,894	+2%	+$865K	0.33%	71
2023 Q4	$36.8M	Buy	+253,451	New	+$34M	0.48%	47

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth's VOE Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.98% in Q1 2026, buying an estimated $1.24M and bringing the position to 683,834 shares worth $126M. The position accounts for 0.14% of the portfolio, ranked #152.

Focus Partners Wealth first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Focus Partners Wealth held 683,834 shares of Vanguard Mid-Cap Value ETF worth $126M as of Q1 2026.
Focus Partners Wealth bought 6,650 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.24M.
Vanguard Mid-Cap Value ETF made up 0.14% of Focus Partners Wealth's portfolio in Q1 2026, its #152 holding.
Focus Partners Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.