Forvis Mazars Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $903K | Sell |
4,898
-122
| -2% | -$22.8K | 0.02% | 221 |
|
|
2025
Q4 | $890K | Buy |
5,020
+128
| +3% | +$22.4K | 0.02% | 220 |
|
|
2025
Q3 | $854K | Buy |
4,892
+1,033
| +27% | +$176K | 0.02% | 222 |
|
|
2025
Q2 | $635K | Buy |
3,859
+33
| +0.9% | +$5.22K | 0.01% | 250 |
|
|
2025
Q1 | $614K | Buy |
3,826
+1
| +0% | +$163 | 0.01% | 254 |
|
|
2024
Q4 | $619K | Buy |
3,825
+520
| +16% | +$87.7K | 0.01% | 280 |
|
|
2024
Q3 | $554K | Buy |
3,305
+143
| +5% | +$22.7K | 0.01% | 303 |
|
|
2024
Q2 | $476K | Sell |
3,162
-86
| -3% | -$13.1K | 0.01% | 301 |
|
|
2024
Q1 | $506K | Buy |
3,248
+1,510
| +87% | +$222K | 0.01% | 291 |
|
|
2023
Q4 | $252K | Buy |
1,738
+209
| +14% | +$28.1K | 0.01% | 353 |
|
|
2023
Q3 | $200K | Sell |
1,529
-88
| -5% | -$12.2K | 0.01% | 376 |
|
|
2023
Q2 | $224K | Sell |
1,617
-513
| -24% | -$68.4K | 0.01% | 389 |
|
|
2023
Q1 | $286K | Buy |
2,130
+119
| +6% | +$16.5K | 0.01% | 342 |
|
|
2022
Q4 | $272K | Buy |
2,011
+29
| +1% | +$3.89K | 0.01% | 340 |
|
|
2022
Q3 | $242K | Sell |
1,982
-96
| -5% | -$13K | 0.01% | 351 |
|
|
2022
Q2 | $269K | Buy |
2,078
+276
| +15% | +$39K | 0.01% | 336 |
|
|
2022
Q1 | $270K | Sell |
1,802
-404
| -18% | -$59.4K | 0.01% | 256 |
|
|
2021
Q4 | $332K | Hold |
2,206
| – | – | 0.01% | 218 |
|
|
2021
Q3 | $308K | Hold |
2,206
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $310K | Hold |
2,206
| – | – | 0.01% | 218 |
|
|
2021
Q1 | $298K | Hold |
2,206
| – | – | 0.01% | 226 |
|
|
2020
Q4 | $262K | Buy |
+2,206
| New | +$247K | 0.01% | 309 |
|
|
2020
Q1 | – | Sell |
-3,540
| Closed | -$422K | – | 311 |
|
|
2019
Q4 | $422K | Hold |
3,540
| – | – | 0.03% | 208 |
|
|
2019
Q3 | $400K | Hold |
3,540
| – | – | 0.03% | 200 |
|
|
2019
Q2 | $394K | Hold |
3,540
| – | – | 0.03% | 192 |
|
|
2019
Q1 | $382K | Sell |
3,540
-394
| -10% | -$41.4K | 0.03% | 186 |
|
|
2018
Q4 | $375K | Hold |
3,934
| – | – | 0.04% | 161 |
|
|
2018
Q3 | $445K | Sell |
3,934
-5,300
| -57% | -$602K | 0.04% | 160 |
|
|
2018
Q2 | $1.02M | Sell |
9,234
-66
| -0.7% | -$7.31K | 0.1% | 101 |
|
|
2018
Q1 | $1.02M | Buy |
9,300
+66
| +0.7% | +$7.42K | 0.1% | 99 |
|
|
2017
Q4 | $1.03M | Sell |
9,234
-400
| -4% | -$43.3K | 0.1% | 98 |
|
|
2017
Q3 | $1.02M | Hold |
9,634
| – | – | 0.11% | 89 |
|
|
2017
Q2 | $991K | Hold |
9,634
| – | – | 0.11% | 96 |
|
|
2017
Q1 | $982K | Sell |
9,634
-371
| -4% | -$37.4K | 0.12% | 85 |
|
|
2016
Q4 | $972K | Buy |
10,005
+2
| +0% | +$190 | 0.13% | 83 |
|
|
2016
Q3 | $936K | Buy |
10,003
+4,342
| +77% | +$402K | 0.13% | 78 |
|
|
2016
Q2 | $504K | Buy |
5,661
+1,261
| +29% | +$111K | 0.07% | 107 |
|
|
2016
Q1 | $383K | Buy |
4,400
+1
| +0% | +$82 | 0.06% | 125 |
|
|
2015
Q4 | $378K | Sell |
4,399
-1
| -0% | -$87 | 0.06% | 128 |
|
|
2015
Q3 | $366K | Sell |
4,400
-1,591
| -27% | -$141K | 0.06% | 121 |
|
|
2015
Q2 | $543K | Hold |
5,991
| – | – | 0.08% | 97 |
|
|
2015
Q1 | $551K | Buy |
+5,991
| New | +$541K | 0.08% | 101 |
|
Other funds holding VOE
EWA
TCIIS
Forvis Mazars Wealth Advisors's VOE Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 2.4% in Q1 2026, selling an estimated $22.8K and leaving 4,898 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #221.
Forvis Mazars Wealth Advisors first reported a position in VOE in Q1 2015 and has held it in 42 quarters since. The position peaked at $1.03M in Q4 2017. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.
- Forvis Mazars Wealth Advisors held 4,898 shares of Vanguard Mid-Cap Value ETF worth $903K as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 122 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $22.8K.
- Vanguard Mid-Cap Value ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #221 holding.
- Forvis Mazars Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2015 and has held it in 42 quarters since.
- Forvis Mazars Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $1.03M in Q4 2017.
- 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.