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Hexagon Capital Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Hexagon Capital 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
Q2 		$926K Sell
4,684
-13
-0.3% -$2.52K 0.13% 84
2026
Q1 		$866K Buy
+4,697
New +$877K 0.13% 78
2025
Q2 		– Sell
-5,777
Closed -$927K – 1670
2025
Q1 		$927K Sell
5,777
-12
-0.2% -$1.96K 0.18% 61
2024
Q4 		$937K Sell
5,789
-304
-5% -$51.3K 0.17% 62
2024
Q3 		$1.02M Sell
6,093
-190
-3% -$30.2K 0.2% 50
2024
Q2 		$945K Sell
6,283
-134
-2% -$20.3K 0.21% 49
2024
Q1 		$1M Sell
6,417
-1,419
-18% -$208K 0.22% 44
2023
Q4 		$1.14M Sell
7,836
-4,441
-36% -$596K 0.27% 30
2023
Q3 		$1.61M Sell
12,277
-1,213
-9% -$168K 0.42% 16
2023
Q2 		$1.87M Sell
13,490
-327
-2% -$43.6K 0.49% 13
2023
Q1 		$1.85M Sell
13,817
-146
-1% -$20.3K 0.52% 11
2022
Q4 		$1.89M Sell
13,963
-666
-5% -$89.3K 0.55% 10
2022
Q3 		$1.78M Sell
14,629
-277
-2% -$37.5K 0.53% 13
2022
Q2 		$1.93M Sell
14,906
-351
-2% -$49.7K 0.58% 13
2022
Q1 		$2.28M Buy
15,257
+322
+2% +$47.4K 0.6% 15
2021
Q4 		$2.25M Buy
14,935
+434
+3% +$63.7K 0.59% 15
2021
Q3 		$2.02M Buy
14,501
+132
+0.9% +$18.8K 0.59% 15
2021
Q2 		$2.02M Buy
14,369
+724
+5% +$102K 0.56% 14
2021
Q1 		$1.84M Sell
13,645
-305
-2% -$39.1K 0.5% 14
2020
Q4 		$1.66M Sell
13,950
-39
-0.3% -$4.37K 0.49% 15
2020
Q3 		$1.46M Buy
+13,989
New +$1.42M 0.47% 14

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hexagon Capital Partners's VOE Position: Q2 2026 in Review

Hexagon Capital Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.28% in Q2 2026, selling an estimated $2.52K and leaving 4,684 shares worth $926K. The position accounts for 0.13% of the portfolio, ranked #84.

Hexagon Capital Partners first reported a position in VOE in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.28M in Q1 2022. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Hexagon Capital Partners held 4,684 shares of Vanguard Morningstar Mid-Cap Value ETF worth $926K as of Q2 2026.
  • Hexagon Capital Partners sold 13 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.52K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of Hexagon Capital Partners's portfolio in Q2 2026, its #84 holding.
  • Hexagon Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2020 and has held it in 21 quarters since.
  • Hexagon Capital Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.28M in Q1 2022.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.