JWM
VOE icon

Jeppson Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Jeppson Wealth Management’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 		$222K Sell
1,205
-5
-0.4% -$934 0.07% 211
2025
Q4 		$215K Hold
1,210
– – 0.07% 211
2025
Q3 		$211K Buy
+1,210
New +$206K 0.07% 208

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

Jeppson Wealth Management's VOE Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.41% in Q1 2026, selling an estimated $934 and leaving 1,205 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #211.

Jeppson Wealth Management first reported a position in VOE in Q3 2025 and has held it in 3 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Jeppson Wealth Management held 1,205 shares of Vanguard Mid-Cap Value ETF worth $222K as of Q1 2026.
  • Jeppson Wealth Management sold 5 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $934.
  • Vanguard Mid-Cap Value ETF made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #211 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.