HIP
VOE icon

HUB Investment Partners’s Vanguard 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
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 $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HUB Investment Partners's VOE Position: Q1 2026 in Review

HUB Investment Partners increased its Vanguard Mid-Cap Value ETF (VOE) stake by 185% in Q1 2026, buying an estimated $28.6M and bringing the position to 235,927 shares worth $43.5M. The position accounts for 1.04% of the portfolio, ranked #14.

HUB Investment Partners first reported a position in VOE in Q1 2021 and has held it in 15 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • HUB Investment Partners held 235,927 shares of Vanguard Mid-Cap Value ETF worth $43.5M as of Q1 2026.
  • HUB Investment Partners bought 153,115 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $28.6M.
  • Vanguard Mid-Cap Value ETF made up 1.04% of HUB Investment Partners's portfolio in Q1 2026, its #14 holding.
  • HUB Investment Partners first reported a position in Vanguard Mid-Cap Value ETF in Q1 2021 and has held it in 15 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.