Janney Montgomery Scott
VOE icon

Janney Montgomery Scott’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Janney Montgomery Scott’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 		$22.6M Buy
114,384
+34,302
+43% +$6.64M 0.04% 413
2026
Q1 		$14.8M Buy
80,082
+2,270
+3% +$424K 0.04% 438
2025
Q4 		$13.8M Buy
77,812
+2,216
+3% +$388K 0.03% 486
2025
Q3 		$13.2M Sell
75,596
-1,512
-2% -$257K 0.03% 494
2025
Q2 		$12.7M Sell
77,108
-5,183
-6% -$821K 0.03% 468
2025
Q1 		$13.2M Sell
82,291
-3,355
-4% -$549K 0.04% 442
2024
Q4 		$13.9M Buy
85,646
+1,367
+2% +$231K 0.04% 441
2024
Q3 		$14.1M Buy
84,279
+5,841
+7% +$929K 0.04% 436
2024
Q2 		$11.8M Sell
78,438
-6,153
-7% -$934K 0.04% 458
2024
Q1 		$13.2M Buy
84,591
+5,743
+7% +$843K 0.04% 437
2023
Q4 		$11.4M Sell
78,848
-22,049
-22% -$2.96M 0.04% 463
2023
Q3 		$13.2M Buy
100,897
+5,377
+6% +$745K 0.05% 349
2023
Q2 		$13.2M Sell
95,520
-16,521
-15% -$2.2M 0.05% 380
2023
Q1 		$15M Buy
112,041
+489
+0.4% +$67.8K 0.06% 299
2022
Q4 		$15.1M Buy
111,552
+40,691
+57% +$5.46M 0.06% 306
2022
Q3 		$8.63M Sell
70,861
-5,886
-8% -$797K 0.04% 437
2022
Q2 		$10.1M Buy
76,747
+26,753
+54% +$3.78M 0.05% 357
2022
Q1 		$7.48M Buy
49,994
+3,088
+7% +$454K 0.03% 464
2021
Q4 		$7.05M Buy
46,906
+869
+2% +$128K 0.03% 510
2021
Q3 		$6.43M Buy
46,037
+3,301
+8% +$469K 0.03% 522
2021
Q2 		$6M Buy
42,736
+799
+2% +$113K 0.03% 530
2021
Q1 		$5.66M Buy
41,937
+6,276
+18% +$804K 0.03% 518
2020
Q4 		$4.24M Buy
35,661
+5,622
+19% +$630K 0.02% 594
2020
Q3 		$3.04M Buy
30,039
+3,023
+11% +$306K 0.02% 636
2020
Q2 		$2.59M Sell
27,016
-2,211
-8% -$203K 0.02% 674
2020
Q1 		$2.38M Sell
29,227
-15,621
-35% -$1.68M 0.02% 628
2019
Q4 		$5.35M Sell
44,848
-66,390
-60% -$7.65M 0.04% 439
2019
Q3 		$12.6M Buy
111,238
+69,342
+166% +$7.7M 0.09% 239
2019
Q2 		$4.67M Buy
41,896
+815
+2% +$89.2K 0.04% 446
2019
Q1 		$4.43M Buy
41,081
+815
+2% +$85.6K 0.04% 434
2018
Q4 		$3.84M Sell
40,266
-12,510
-24% -$1.31M 0.04% 430
2018
Q3 		$5.97M Buy
52,776
+10,502
+25% +$1.19M 0.05% 362
2018
Q2 		$4.67M Buy
42,274
+237
+0.6% +$26.2K 0.04% 393
2018
Q1 		$4.6M Buy
42,037
+3,162
+8% +$356K 0.05% 397
2017
Q4 		$4.34M Buy
38,875
+3,537
+10% +$383K 0.05% 398
2017
Q3 		$3.73M Sell
35,338
-947
-3% -$98.4K 0.04% 412
2017
Q2 		$3.73M Buy
36,285
+7,493
+26% +$766K 0.05% 394
2017
Q1 		$2.94M Buy
28,792
+3,094
+12% +$312K 0.04% 435
2016
Q4 		$2.5M Buy
25,698
+11,333
+79% +$1.07M 0.04% 436
2016
Q3 		$1.34M Sell
14,365
-17,257
-55% -$1.6M 0.02% 560
2016
Q2 		$2.82M Buy
31,622
+19,654
+164% +$1.73M 0.06% 246
2016
Q1 		$1.04M Buy
11,968
+726
+6% +$59.2K 0.03% 509
2015
Q4 		$966K Buy
11,242
+1,080
+11% +$94.4K 0.02% 562
2015
Q3 		$846K Sell
10,162
-337
-3% -$29.9K 0.02% 598
2015
Q2 		$951K Buy
10,499
+825
+9% +$76.4K 0.02% 817
2015
Q1 		$889K Buy
9,674
+269
+3% +$24.3K 0.02% 957
2014
Q4 		$841K Buy
9,405
+909
+11% +$79.5K 0.02% 959
2014
Q3 		$721K Buy
8,496
+2,278
+37% +$197K 0.02% 1024
2014
Q2 		$541K Sell
6,218
-2,926
-32% -$245K 0.01% 1192
2014
Q1 		$757K Sell
9,144
-1,289
-12% -$103K 0.02% 879
2013
Q4 		$832K Sell
10,433
-50
-0.5% -$3.86K 0.02% 805
2013
Q3 		$768K Buy
+10,483
New +$757K 0.02% 770

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

Janney Montgomery Scott's VOE Position: Q2 2026 in Review

Janney Montgomery Scott increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 43% in Q2 2026, buying an estimated $6.64M and bringing the position to 114,384 shares worth $22.6M. The position accounts for 0.04% of the portfolio, ranked #413.

Janney Montgomery Scott first reported a position in VOE in Q3 2013 and has held it in 52 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Janney Montgomery Scott held 114,384 shares of Vanguard Morningstar Mid-Cap Value ETF worth $22.6M as of Q2 2026.
  • Janney Montgomery Scott bought 34,302 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $6.64M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Janney Montgomery Scott's portfolio in Q2 2026, its #413 holding.
  • Janney Montgomery Scott first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2013 and has held it in 52 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.