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Glenview Trust’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Glenview Trust’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 		$5.43M Sell
29,454
-8,505
-22% -$1.59M 0.09% 150
2025
Q4 		$6.73M Buy
37,959
+11,104
+41% +$1.94M 0.1% 135
2025
Q3 		$4.69M Sell
26,855
-495
-2% -$84.2K 0.07% 161
2025
Q2 		$4.5M Buy
27,350
+2,089
+8% +$331K 0.08% 159
2025
Q1 		$4.06M Sell
25,261
-5,642
-18% -$922K 0.08% 156
2024
Q4 		$5M Buy
30,903
+4,520
+17% +$762K 0.09% 137
2024
Q3 		$4.42M Buy
26,383
+308
+1% +$49K 0.09% 149
2024
Q2 		$3.92M Buy
26,075
+212
+0.8% +$32.2K 0.08% 146
2024
Q1 		$4.03M Sell
25,863
-228
-0.9% -$33.5K 0.09% 145
2023
Q4 		$3.78M Sell
26,091
-3,632
-12% -$488K 0.09% 145
2023
Q3 		$3.89M Buy
29,723
+145
+0.5% +$20.1K 0.11% 130
2023
Q2 		$4.09M Buy
29,578
+2,430
+9% +$324K 0.11% 129
2023
Q1 		$3.64M Buy
27,148
+4,626
+21% +$642K 0.11% 130
2022
Q4 		$3.05M Buy
22,522
+8,414
+60% +$1.13M 0.1% 140
2022
Q3 		$1.72M Sell
14,108
-3,469
-20% -$470K 0.07% 160
2022
Q2 		$2.28M Buy
17,577
+167
+1% +$23.6K 0.08% 141
2022
Q1 		$2.61M Buy
17,410
+7,578
+77% +$1.11M 0.08% 144
2021
Q4 		$1.48M Buy
9,832
+1,495
+18% +$220K 0.05% 177
2021
Q3 		$1.16M Sell
8,337
-121
-1% -$17.2K 0.05% 183
2021
Q2 		$1.19M Sell
8,458
-399
-5% -$56.4K 0.05% 177
2021
Q1 		$1.2M Hold
8,857
– – 0.05% 176
2020
Q4 		$1.05M Sell
8,857
-144
-2% -$16.1K 0.05% 174
2020
Q3 		$912K Sell
9,001
-226
-2% -$22.9K 0.05% 182
2020
Q2 		$883K Buy
9,227
+493
+6% +$45.2K 0.05% 183
2020
Q1 		$710K Buy
8,734
+526
+6% +$56.6K 0.05% 189
2019
Q4 		$978K Sell
8,208
-41
-0.5% -$4.72K 0.05% 181
2019
Q3 		$932K Sell
8,249
-160
-2% -$17.8K 0.06% 186
2019
Q2 		$936K Buy
8,409
+119
+1% +$13K 0.06% 188
2019
Q1 		$894K Hold
8,290
– – 0.06% 192
2018
Q4 		$790K Sell
8,290
-33
-0.4% -$3.46K 0.06% 192
2018
Q3 		$941K Buy
8,323
+33
+0.4% +$3.75K 0.06% 183
2018
Q2 		$916K Hold
8,290
– – 0.07% 164
2018
Q1 		$907K Hold
8,290
– – 0.06% 182
2017
Q4 		$925K Hold
8,290
– – 0.06% 181
2017
Q3 		$876K Hold
8,290
– – 0.06% 178
2017
Q2 		$853K Sell
8,290
-193
-2% -$19.7K 0.07% 176
2017
Q1 		$865K Buy
8,483
+2,528
+42% +$255K 0.07% 173
2016
Q4 		$579K Buy
+5,955
New +$565K 0.05% 202

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glenview Trust's VOE Position: Q1 2026 in Review

Glenview Trust reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 22% in Q1 2026, selling an estimated $1.59M and leaving 29,454 shares worth $5.43M. The position accounts for 0.09% of the portfolio, ranked #150.

Glenview Trust first reported a position in VOE in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.73M in Q4 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Glenview Trust held 29,454 shares of Vanguard Mid-Cap Value ETF worth $5.43M as of Q1 2026.
  • Glenview Trust sold 8,505 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.59M.
  • Vanguard Mid-Cap Value ETF made up 0.09% of Glenview Trust's portfolio in Q1 2026, its #150 holding.
  • Glenview Trust first reported a position in Vanguard Mid-Cap Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Glenview Trust's Vanguard Mid-Cap Value ETF position peaked at $6.73M in Q4 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.