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Johnson Financial Group Inc (Wisconsin)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$5.14M Sell
27,880
-2,888
-9% -$540K 0.19% 63
2025
Q4 		$5.46M Buy
30,768
+252
+0.8% +$44.1K 0.2% 58
2025
Q3 		$5.35M Sell
30,516
-5,044
-14% -$858K 0.2% 61
2025
Q2 		$5.88M Buy
35,560
+30,179
+561% +$4.78M 0.26% 49
2025
Q1 		$864K Buy
5,381
+1,420
+36% +$232K 0.04% 166
2024
Q4 		$657K Buy
3,961
+1,589
+67% +$268K 0.03% 186
2024
Q3 		$398K Buy
2,372
+25
+1% +$3.97K 0.02% 265
2024
Q2 		$355K Hold
2,347
– – 0.02% 245
2024
Q1 		$366K Buy
2,347
+1,050
+81% +$154K 0.02% 232
2023
Q4 		$188K Buy
1,297
+1,229
+1,807% +$165K 0.01% 299
2023
Q3 		$8.91K Sell
68
-56
-45% -$7.76K ﹤0.01% 537
2023
Q2 		$17.2K Sell
124
-366
-75% -$48.8K ﹤0.01% 506
2023
Q1 		$65.7K Sell
490
-144
-23% -$20K ﹤0.01% 375
2022
Q4 		$85.7K Sell
634
-885
-58% -$119K 0.01% 307
2022
Q3 		$190K Buy
1,519
+604
+66% +$81.8K 0.02% 248
2022
Q2 		$119K Sell
915
-79
-8% -$11.2K 0.01% 294
2022
Q1 		$149K Buy
994
+188
+23% +$27.6K 0.01% 298
2021
Q4 		$121K Hold
806
– – 0.01% 337
2021
Q3 		$113K Buy
806
+8
+1% +$1.14K 0.01% 316
2021
Q2 		$112K Sell
798
-1,330
-63% -$188K 0.01% 332
2021
Q1 		$287K Sell
2,128
-571
-21% -$73.1K 0.02% 231
2020
Q4 		$321K Hold
2,699
– – 0.03% 183
2020
Q3 		$274K Sell
2,699
-1,615
-37% -$164K 0.03% 177
2020
Q2 		$413K Sell
4,314
-25,867
-86% -$2.37M 0.04% 140
2020
Q1 		$2.45M Sell
30,181
-2,544
-8% -$274K 0.29% 47
2019
Q4 		$3.9M Sell
32,725
-723
-2% -$83.3K 0.35% 43
2019
Q3 		$3.78M Sell
33,448
-1,149
-3% -$128K 0.35% 50
2019
Q2 		$3.85M Sell
34,597
-722
-2% -$79.1K 0.34% 48
2019
Q1 		$3.81M Sell
35,319
-8,336
-19% -$875K 0.34% 47
2018
Q4 		$4.16M Buy
43,655
+12,844
+42% +$1.35M 0.43% 46
2018
Q3 		$3.48M Sell
30,811
-5,710
-16% -$649K 0.36% 46
2018
Q2 		$4.03M Buy
36,521
+2,031
+6% +$225K 0.44% 41
2018
Q1 		$3.77M Buy
34,490
+1,278
+4% +$144K 0.45% 41
2017
Q4 		$3.71M Buy
33,212
+1,484
+5% +$161K 0.45% 40
2017
Q3 		$3.35M Sell
31,728
-14,786
-32% -$1.54M 0.44% 42
2017
Q2 		$4.79M Sell
46,514
-596
-1% -$61K 0.69% 29
2017
Q1 		$4.8M Sell
47,110
-86,797
-65% -$8.75M 0.6% 39
2016
Q4 		$13M Sell
133,907
-59,709
-31% -$5.66M 1.79% 8
2016
Q3 		$18.1M Sell
193,616
-59,347
-23% -$5.49M 2.42% 6
2016
Q2 		$22.5M Buy
+252,963
New +$22.2M 3.12% 4
2015
Q1 		– Sell
-100
Closed -$9K – 866
2014
Q4 		$9K Hold
100
– – ﹤0.01% 658
2014
Q3 		$8K Hold
100
– – ﹤0.01% 625
2014
Q2 		$9K Hold
100
– – ﹤0.01% 607
2014
Q1 		$8K Buy
+100
New +$8.02K ﹤0.01% 605

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AssetMark Inc
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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

Johnson Financial Group Inc (Wisconsin)'s VOE Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 9.4% in Q1 2026, selling an estimated $540K and leaving 27,880 shares worth $5.14M. The position accounts for 0.19% of the portfolio, ranked #63.

Johnson Financial Group Inc (Wisconsin) first reported a position in VOE in Q1 2014 and has held it in 44 quarters since. The position peaked at $22.5M in Q2 2016. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 27,880 shares of Vanguard Mid-Cap Value ETF worth $5.14M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 2,888 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $540K.
  • Vanguard Mid-Cap Value ETF made up 0.19% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #63 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Mid-Cap Value ETF in Q1 2014 and has held it in 44 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Vanguard Mid-Cap Value ETF position peaked at $22.5M in Q2 2016.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.