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

Gen-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	$244K	Hold	1,322	–	–	0.08%	231
2025 Q4	$234K	Sell	1,322 -94	-7%	-$16.5K	0.08%	246
2025 Q3	$247K	Hold	1,416	–	–	0.08%	219
2025 Q2	$233K	Buy	1,416 +41	+3%	+$6.49K	0.09%	203
2025 Q1	$221K	Hold	1,375	–	–	0.09%	198
2024 Q4	$222K	Hold	1,375	–	–	0.1%	200
2024 Q3	$230K	Sell	1,375 -24	-2%	-$3.81K	0.1%	204
2024 Q2	$210K	Hold	1,399	–	–	0.1%	196
2024 Q1	$218K	Buy	+1,399	New	+$205K	0.11%	195

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

Gen-Wealth Partners's VOE Position: Q1 2026 in Review

Gen-Wealth Partners held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 1,322 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #231.

Gen-Wealth Partners first reported a position in VOE in Q1 2024 and has held it in 9 quarters since. The position peaked at $247K in Q3 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Gen-Wealth Partners held 1,322 shares of Vanguard Mid-Cap Value ETF worth $244K as of Q1 2026.
Gen-Wealth Partners left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.08% of Gen-Wealth Partners's portfolio in Q1 2026, its #231 holding.
Gen-Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $247K in Q3 2025.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.