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

Founders Grove Wealth Partners’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	$3.46M	Buy	18,768 +435	+2%	+$81.3K	0.79%	34
2025 Q4	$3.25M	Buy	18,333 +403	+2%	+$70.5K	0.73%	33
2025 Q3	$3.13M	Sell	17,930 -222	-1%	-$37.8K	0.74%	35
2025 Q2	$2.99M	Buy	18,152 +1,028	+6%	+$163K	0.75%	34
2025 Q1	$2.75M	Buy	17,124 +1,366	+9%	+$223K	0.77%	33
2024 Q4	$2.55M	Buy	+15,758	New	+$2.66M	0.74%	37

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

Founders Grove Wealth Partners's VOE Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Vanguard Mid-Cap Value ETF (VOE) stake by 2.4% in Q1 2026, buying an estimated $81.3K and bringing the position to 18,768 shares worth $3.46M. The position accounts for 0.79% of the portfolio, ranked #34.

Founders Grove Wealth Partners first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Founders Grove Wealth Partners held 18,768 shares of Vanguard Mid-Cap Value ETF worth $3.46M as of Q1 2026.
Founders Grove Wealth Partners bought 435 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $81.3K.
Vanguard Mid-Cap Value ETF made up 0.79% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #34 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.