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HM Payson & Co’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

HM Payson & Co’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 		$204K Hold
1,030
– – ﹤0.01% 443
2026
Q1 		$190K Buy
1,030
+17
+2% +$3.18K ﹤0.01% 441
2025
Q4 		$180K Hold
1,013
– – ﹤0.01% 456
2025
Q3 		$177K Hold
1,013
– – ﹤0.01% 456
2025
Q2 		$167K Hold
1,013
– – ﹤0.01% 448
2025
Q1 		$163K Sell
1,013
-1,717
-63% -$281K ﹤0.01% 450
2024
Q4 		$442K Buy
2,730
+1,667
+157% +$281K 0.01% 294
2024
Q3 		$178K Buy
1,063
+1,006
+1,765% +$160K ﹤0.01% 437
2024
Q2 		$8.57K Buy
57
+7
+14% +$1.06K ﹤0.01% 849
2024
Q1 		$7.8K Hold
50
– – ﹤0.01% 844
2023
Q4 		$7.25K Hold
50
– – ﹤0.01% 839
2023
Q3 		$6.55K Hold
50
– – ﹤0.01% 859
2023
Q2 		$6.92K Buy
50
+24
+92% +$3.2K ﹤0.01% 834
2023
Q1 		$3.49K Sell
26
-85
-77% -$11.8K ﹤0.01% 886
2022
Q4 		$15K Sell
111
-37
-25% -$4.96K ﹤0.01% 714
2022
Q3 		$18K Sell
148
-17
-10% -$2.3K ﹤0.01% 714
2022
Q2 		$21K Buy
165
+80
+94% +$11.3K ﹤0.01% 710
2022
Q1 		$13K Hold
85
– – ﹤0.01% 819
2021
Q4 		$13K Sell
85
-11
-11% -$1.61K ﹤0.01% 835
2021
Q3 		$13K Hold
96
– – ﹤0.01% 812
2021
Q2 		$13K Hold
96
– – ﹤0.01% 801
2021
Q1 		$13K Buy
96
+11
+13% +$1.41K ﹤0.01% 844
2020
Q4 		$10K Buy
+85
New +$9.52K ﹤0.01% 868

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

HM Payson & Co's VOE Position: Q2 2026 in Review

HM Payson & Co held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,030 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

HM Payson & Co first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. The position peaked at $442K in Q4 2024. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • HM Payson & Co held 1,030 shares of Vanguard Morningstar Mid-Cap Value ETF worth $204K as of Q2 2026.
  • HM Payson & Co left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #443 holding.
  • HM Payson & Co first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • HM Payson & Co's Vanguard Morningstar Mid-Cap Value ETF position peaked at $442K in Q4 2024.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.