Grimes & Company’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.29M | Buy |
11,596
+82
| +0.7% | +$15.9K | 0.05% | 184 |
|
|
2026
Q1 | $2.12M | Sell |
11,514
-1,147
| -9% | -$214K | 0.06% | 178 |
|
|
2025
Q4 | $2.25M | Sell |
12,661
-1,301
| -9% | -$228K | 0.05% | 182 |
|
|
2025
Q3 | $2.44M | Buy |
13,962
+57
| +0.4% | +$9.7K | 0.06% | 169 |
|
|
2025
Q2 | $2.29M | Sell |
13,905
-683
| -5% | -$108K | 0.06% | 160 |
|
|
2025
Q1 | $2.34M | Buy |
14,588
+72
| +0.5% | +$11.8K | 0.07% | 137 |
|
|
2024
Q4 | $2.35M | Buy |
14,516
+61
| +0.4% | +$10.3K | 0.07% | 141 |
|
|
2024
Q3 | $2.42M | Buy |
14,455
+129
| +0.9% | +$20.5K | 0.07% | 133 |
|
|
2024
Q2 | $2.16M | Buy |
14,326
+119
| +0.8% | +$18.1K | 0.06% | 132 |
|
|
2024
Q1 | $2.22M | Buy |
14,207
+40
| +0.3% | +$5.87K | 0.07% | 133 |
|
|
2023
Q4 | $2.05M | Sell |
14,167
-688
| -5% | -$92.4K | 0.07% | 133 |
|
|
2023
Q3 | $1.95M | Buy |
14,855
+1,199
| +9% | +$166K | 0.08% | 124 |
|
|
2023
Q2 | $1.89M | Buy |
13,656
+16
| +0.1% | +$2.13K | 0.07% | 122 |
|
|
2023
Q1 | $1.83M | Sell |
13,640
-181
| -1% | -$25.1K | 0.07% | 118 |
|
|
2022
Q4 | $1.87M | Buy |
13,821
+2,903
| +27% | +$389K | 0.08% | 128 |
|
|
2022
Q3 | $1.33M | Buy |
10,918
+94
| +0.9% | +$12.7K | 0.07% | 124 |
|
|
2022
Q2 | $1.4M | Sell |
10,824
-644
| -6% | -$91.1K | 0.07% | 125 |
|
|
2022
Q1 | $1.72M | Sell |
11,468
-217
| -2% | -$31.9K | 0.09% | 124 |
|
|
2021
Q4 | $1.76M | Buy |
11,685
+669
| +6% | +$98.2K | 0.08% | 127 |
|
|
2021
Q3 | $1.54M | Sell |
11,016
-52
| -0.5% | -$7.39K | 0.07% | 129 |
|
|
2021
Q2 | $1.55M | Buy |
11,068
+197
| +2% | +$27.8K | 0.07% | 124 |
|
|
2021
Q1 | $1.47M | Buy |
10,871
+164
| +2% | +$21K | 0.07% | 123 |
|
|
2020
Q4 | $1.27M | Buy |
10,707
+27
| +0.3% | +$3.02K | 0.07% | 127 |
|
|
2020
Q3 | $1.08M | Sell |
10,680
-129
| -1% | -$13.1K | 0.07% | 124 |
|
|
2020
Q2 | $1.03M | Buy |
10,809
+114
| +1% | +$10.5K | 0.07% | 122 |
|
|
2020
Q1 | $869K | Buy |
10,695
+40
| +0.4% | +$4.31K | 0.08% | 120 |
|
|
2019
Q4 | $1.27M | Buy |
10,655
+64
| +0.6% | +$7.37K | 0.08% | 127 |
|
|
2019
Q3 | $1.2M | Sell |
10,591
-86
| -0.8% | -$9.55K | 0.09% | 123 |
|
|
2019
Q2 | $1.19M | Sell |
10,677
-56
| -0.5% | -$6.13K | 0.09% | 118 |
|
|
2019
Q1 | $1.16M | Buy |
10,733
+224
| +2% | +$23.5K | 0.09% | 111 |
|
|
2018
Q4 | $1M | Sell |
10,509
-407
| -4% | -$42.7K | 0.1% | 106 |
|
|
2018
Q3 | $1.23M | Sell |
10,916
-120
| -1% | -$13.6K | 0.1% | 106 |
|
|
2018
Q2 | $1.22M | Sell |
11,036
-121
| -1% | -$13.4K | 0.11% | 111 |
|
|
2018
Q1 | $1.22M | Buy |
+11,157
| New | +$1.25M | 0.12% | 109 |
|
Other funds holding VOE
EWA
Grimes & Company's VOE Position: Q2 2026 in Review
Grimes & Company increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.71% in Q2 2026, buying an estimated $15.9K and bringing the position to 11,596 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #184.
Grimes & Company first reported a position in VOE in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.44M in Q3 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Grimes & Company held 11,596 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.29M as of Q2 2026.
- Grimes & Company bought 82 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $15.9K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Grimes & Company's portfolio in Q2 2026, its #184 holding.
- Grimes & Company first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2018 and has held it in 34 quarters since.
- Grimes & Company's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.44M in Q3 2025.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.