HIP
VOE icon

HUB Investment Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

HUB Investment 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 		$44.1M Sell
223,312
-12,615
-5% -$2.44M 0.79% 21
2026
Q1 		$43.5M Buy
235,927
+153,115
+185% +$28.6M 1.04% 14
2025
Q4 		$14.7M Sell
82,812
-246
-0.3% -$43.1K 0.38% 50
2025
Q3 		$14.5M Buy
83,058
+123
+0.1% +$20.9K 0.48% 43
2025
Q2 		$13.6M Sell
82,935
-58
-0.1% -$9.18K 0.46% 52
2025
Q1 		$13.3M Buy
82,993
+78,015
+1,567% +$12.8M 0.53% 48
2024
Q4 		$805K Sell
4,978
-193
-4% -$32.6K 0.03% 239
2024
Q3 		$867K Buy
5,171
+57
+1% +$9.06K 0.04% 217
2024
Q2 		$769K Buy
5,114
+1,236
+32% +$188K 0.03% 219
2024
Q1 		$605K Buy
3,878
+1,234
+47% +$181K 0.03% 246
2023
Q4 		$383K Buy
+2,644
New +$355K 0.03% 270
2022
Q2 		– Sell
-1,677
Closed -$251K – 196
2022
Q1 		$251K Sell
1,677
-757
-31% -$111K 0.06% 157
2021
Q4 		$366K Buy
2,434
+13
+0.5% +$1.91K 0.09% 136
2021
Q3 		$338K Sell
2,421
-92
-4% -$13.1K 0.08% 157
2021
Q2 		$353K Buy
2,513
+200
+9% +$28.3K 0.09% 145
2021
Q1 		$312K Buy
+2,313
New +$296K 0.09% 165

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

HUB Investment Partners's VOE Position: Q2 2026 in Review

HUB Investment Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.3% in Q2 2026, selling an estimated $2.44M and leaving 223,312 shares worth $44.1M. The position accounts for 0.79% of the portfolio, ranked #21.

HUB Investment Partners first reported a position in VOE in Q1 2021 and has held it in 16 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • HUB Investment Partners held 223,312 shares of Vanguard Morningstar Mid-Cap Value ETF worth $44.1M as of Q2 2026.
  • HUB Investment Partners sold 12,615 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.44M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.79% of HUB Investment Partners's portfolio in Q2 2026, its #21 holding.
  • HUB Investment Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 16 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.