Founders Capital Management (Texas)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Founders Capital Management (Texas)’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 Q2	$9.09K	Hold	46	–	–	﹤0.01%	343
2026 Q1	$8.48K	Hold	46	–	–	﹤0.01%	323
2025 Q4	$8.16K	Hold	46	–	–	﹤0.01%	327
2025 Q3	$8.03K	Sell	46 -200	-81%	-$34K	﹤0.01%	309
2025 Q2	$40.5K	Hold	246	–	–	0.02%	151
2025 Q1	$39.5K	Hold	246	–	–	0.03%	154
2024 Q4	$39.8K	Hold	246	–	–	0.03%	154
2024 Q3	$41.2K	Hold	246	–	–	0.03%	155
2024 Q2	$37K	Hold	246	–	–	0.02%	167
2024 Q1	$38.4K	Buy	246 +200	+435%	+$29.4K	0.03%	162
2023 Q4	$6.67K	Hold	46	–	–	﹤0.01%	314
2023 Q3	$6.02K	Hold	46	–	–	﹤0.01%	330
2023 Q2	$6.37K	Hold	46	–	–	﹤0.01%	336
2023 Q1	$6K	Hold	46	–	–	﹤0.01%	348
2022 Q4	$6K	Hold	46	–	–	﹤0.01%	338
2022 Q3	$6K	Hold	46	–	–	﹤0.01%	339
2022 Q2	$6K	Hold	46	–	–	﹤0.01%	361
2022 Q1	$7K	Hold	46	–	–	﹤0.01%	286
2021 Q4	$7K	Hold	46	–	–	﹤0.01%	286
2021 Q3	$6K	Hold	46	–	–	﹤0.01%	288
2021 Q2	$6K	Hold	46	–	–	﹤0.01%	281
2021 Q1	$6K	Hold	46	–	–	﹤0.01%	267
2020 Q4	$5K	Buy	+46	New	+$5.15K	﹤0.01%	278
2020 Q1	$4K	Hold	46	–	–	﹤0.01%	279
2019 Q4	$5K	Hold	46	–	–	﹤0.01%	296
2019 Q3	$5K	Buy	46 +2	+5%	+$222	﹤0.01%	297
2019 Q2	$5K	Hold	44	–	–	﹤0.01%	300
2019 Q1	$5K	Hold	44	–	–	﹤0.01%	302
2018 Q4	$4K	Hold	44	–	–	﹤0.01%	303
2018 Q3	$5K	Hold	44	–	–	﹤0.01%	284
2018 Q2	$5K	Hold	44	–	–	﹤0.01%	286
2018 Q1	$5K	Hold	44	–	–	﹤0.01%	329
2017 Q4	$5K	Buy	44 +12	+38%	+$1.3K	﹤0.01%	322
2017 Q3	$3K	Buy	32 +12	+60%	+$1.25K	﹤0.01%	344
2017 Q2	$2K	Buy	+20	New	+$2.04K	﹤0.01%	353

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Founders Capital Management (Texas)'s VOE Position: Q2 2026 in Review

Founders Capital Management (Texas) held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 46 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Founders Capital Management (Texas) first reported a position in VOE in Q2 2017 and has held it in 35 quarters since. The position peaked at $41.2K in Q3 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Founders Capital Management (Texas) held 46 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.09K as of Q2 2026.
Founders Capital Management (Texas) left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #343 holding.
Founders Capital Management (Texas) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 35 quarters since.
Founders Capital Management (Texas)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $41.2K in Q3 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.