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Jackson Grant Investment Advisers’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Jackson Grant Investment Advisers’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 		$215K Buy
1,086
+5
+0.5% +$967 0.07% 115
2026
Q1 		$199K Buy
1,081
+6
+0.6% +$1.12K 0.07% 116
2025
Q4 		$191K Buy
1,075
+11
+1% +$1.93K 0.06% 117
2025
Q3 		$186K Buy
1,064
+6
+0.6% +$1.02K 0.06% 120
2025
Q2 		$174K Sell
1,058
-11
-1% -$1.74K 0.06% 114
2025
Q1 		$172K Buy
1,069
+7
+0.7% +$1.14K 0.07% 112
2024
Q4 		$172K Buy
1,062
+6
+0.6% +$1.01K 0.07% 109
2024
Q3 		$177K Buy
1,056
+5
+0.5% +$795 0.07% 110
2024
Q2 		$158K Buy
1,051
+6
+0.6% +$910 0.06% 114
2024
Q1 		$163K Buy
1,045
+5
+0.5% +$734 0.07% 116
2023
Q4 		$151K Buy
1,040
+8
+0.8% +$1.07K 0.07% 116
2023
Q3 		$135K Buy
1,032
+5
+0.5% +$693 0.07% 118
2023
Q2 		$142K Buy
1,027
+6
+0.6% +$800 0.07% 120
2023
Q1 		$137K Buy
1,021
+17
+2% +$2.36K 0.06% 127
2022
Q4 		$136K Buy
1,004
+8
+0.8% +$1.07K 0.07% 122
2022
Q3 		$121K Buy
996
+5
+0.5% +$677 0.06% 122
2022
Q2 		$128K Buy
991
+5
+0.5% +$707 0.06% 122
2022
Q1 		$148K Buy
+986
New +$145K 0.06% 124
2021
Q4 		– Sell
-976
Closed -$136K – 329
2021
Q3 		$136K Buy
976
+4
+0.4% +$568 0.06% 133
2021
Q2 		$137K Buy
972
+4
+0.4% +$565 0.06% 133
2021
Q1 		$131K Buy
968
+4
+0.4% +$512 0.06% 132
2020
Q4 		$115K Buy
964
+6
+0.6% +$672 0.06% 124
2020
Q3 		$97K Buy
958
+13
+1% +$1.32K 0.06% 110
2020
Q2 		$90K Hold
945
– – 0.06% 114
2020
Q1 		$77K Buy
945
+8
+0.9% +$862 0.06% 117
2019
Q4 		$112K Buy
937
+7
+0.8% +$807 0.06% 114
2019
Q3 		$105K Buy
930
+9
+1% +$1K 0.06% 118
2019
Q2 		$103K Buy
921
+4
+0.4% +$438 0.06% 114
2019
Q1 		$99K Hold
917
– – 0.06% 112
2018
Q4 		$87K Buy
917
+14
+2% +$1.47K 0.06% 119
2018
Q3 		$102K Hold
903
– – 0.06% 118
2018
Q2 		$100K Buy
903
+4
+0.4% +$443 0.07% 118
2018
Q1 		$98K Buy
899
+5
+0.6% +$562 0.07% 113
2017
Q4 		$100K Buy
894
+5
+0.6% +$541 0.07% 115
2017
Q3 		$94K Buy
889
+4
+0.5% +$416 0.07% 115
2017
Q2 		$91K Buy
885
+8
+0.9% +$818 0.07% 102
2017
Q1 		$89K Buy
877
+5
+0.6% +$504 0.07% 102
2016
Q4 		$85K Hold
872
– – 0.07% 101
2016
Q3 		$82K Buy
872
+5
+0.6% +$463 0.07% 96
2016
Q2 		$77K Buy
867
+4
+0.5% +$352 0.07% 90
2016
Q1 		$75K Buy
863
+9
+1% +$734 0.07% 88
2015
Q4 		$73K Buy
+854
New +$74.7K 0.07% 91

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Jackson Grant Investment Advisers's VOE Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.46% in Q2 2026, buying an estimated $967 and bringing the position to 1,086 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #115.

Jackson Grant Investment Advisers first reported a position in VOE in Q4 2015 and has held it in 42 quarters since. 619 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,086 shares of Vanguard Morningstar Mid-Cap Value ETF worth $215K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 5 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $967.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #115 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.