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

Jackson Hole 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 Q1	$41.3K	Hold	224	–	–	0.01%	261
2025 Q4	$39.7K	Hold	224	–	–	0.01%	259
2025 Q3	$39.1K	Hold	224	–	–	0.01%	256
2025 Q2	$36.8K	Hold	224	–	–	0.01%	240
2025 Q1	$36K	Hold	224	–	–	0.01%	240
2024 Q4	$36.2K	Hold	224	–	–	0.01%	238
2024 Q3	$37.6K	Hold	224	–	–	0.01%	232
2024 Q2	$33.7K	Hold	224	–	–	0.01%	235
2024 Q1	$34.9K	Hold	224	–	–	0.01%	234
2023 Q4	$32.5K	Hold	224	–	–	0.01%	232
2023 Q3	$29.3K	Hold	224	–	–	0.01%	217
2023 Q2	$31K	Hold	224	–	–	0.01%	230
2023 Q1	$30K	Hold	224	–	–	0.01%	250
2022 Q4	$30.3K	Hold	224	–	–	0.01%	217
2022 Q3	$27K	Buy	+224	New	+$30.3K	0.01%	217

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Hole Capital Partners's VOE Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 224 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #261.

Jackson Hole Capital Partners first reported a position in VOE in Q3 2022 and has held it in 15 quarters since. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Jackson Hole Capital Partners held 224 shares of Vanguard Morningstar Mid-Cap Value ETF worth $41.3K as of Q1 2026.
Jackson Hole Capital Partners left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #261 holding.
Jackson Hole Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.