Jacobs Equity’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Jacobs Equity’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	$2.23M	Buy	11,287 +675	+6%	+$131K	1.54%	15
2026 Q1	$2.06M	Buy	10,612 +386	+4%	+$72.1K	1.84%	9
2025 Q4	$1.81M	Buy	+10,226	New	+$1.79M	1.75%	11

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jacobs Equity's VOE Position: Q2 2026 in Review

Jacobs Equity increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.4% in Q2 2026, buying an estimated $131K and bringing the position to 11,287 shares worth $2.23M. The position accounts for 1.54% of the portfolio, ranked #15.

Jacobs Equity first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Jacobs Equity held 11,287 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.23M as of Q2 2026.
Jacobs Equity bought 675 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $131K.
Vanguard Morningstar Mid-Cap Value ETF made up 1.54% of Jacobs Equity's portfolio in Q2 2026, its #15 holding.
Jacobs Equity first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.