Graney & King’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Graney & King’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	–	Sell	-51	Closed	-$9.07K	–	381
2025 Q4	$9.07K	Hold	51	–	–	0.01%	242
2025 Q3	$8.83K	Buy	51 +1	+2%	+$170	0.01%	242
2025 Q2	$8.28K	Hold	50	–	–	0.01%	233
2025 Q1	$8.08K	Buy	+50	New	+$8.17K	0.01%	227

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

Graney & King's VOE Position: Q1 2026 in Review

Graney & King sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 51 shares — an estimated $9.07K sold.

Graney & King first reported a position in VOE in Q1 2025 and held it in 4 quarters. The position peaked at $9.07K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Graney & King reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Graney & King sold 51 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $9.07K.
Graney & King first reported a position in Vanguard Mid-Cap Value ETF in Q1 2025 and held it in 4 quarters.
Graney & King's Vanguard Mid-Cap Value ETF position peaked at $9.07K in Q4 2025.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.