General American Investors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

General American Investors’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	$2.71M	Hold	13,700	–	–	0.16%	69
2026 Q1	$2.52M	Hold	13,700	–	–	0.17%	63
2025 Q4	$2.43M	Hold	13,700	–	–	0.14%	75
2025 Q3	$2.39M	Hold	13,700	–	–	0.14%	71
2025 Q2	$2.25M	Hold	13,700	–	–	0.14%	67
2025 Q1	$2.2M	Hold	13,700	–	–	0.16%	62
2024 Q4	$2.22M	Hold	13,700	–	–	0.15%	61
2024 Q3	$2.3M	Buy	13,700 +2,700	+25%	+$429K	0.16%	66
2024 Q2	$1.65M	Hold	11,000	–	–	0.12%	70
2024 Q1	$1.72M	Hold	11,000	–	–	0.12%	72
2023 Q4	$1.6M	Buy	11,000 +2,000	+22%	+$269K	0.13%	70
2023 Q3	$1.18M	Hold	9,000	–	–	0.11%	64
2023 Q2	$1.25M	Hold	9,000	–	–	0.11%	60
2023 Q1	$1.21M	Buy	+9,000	New	+$1.25M	0.11%	57

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

General American Investors's VOE Position: Q2 2026 in Review

General American Investors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 13,700 shares worth $2.71M. The position accounts for 0.16% of the portfolio, ranked #69.

General American Investors first reported a position in VOE in Q1 2023 and has held it in 14 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

General American Investors held 13,700 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.71M as of Q2 2026.
General American Investors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.16% of General American Investors's portfolio in Q2 2026, its #69 holding.
General American Investors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.