Kayne Anderson Rudnick Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Kayne Anderson Rudnick Investment 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 Q2	$11.2K	Sell	56 -54	-49%	-$10.4K	﹤0.01%	735
2026 Q1	$20.4K	Hold	110	–	–	﹤0.01%	646
2025 Q4	$19.6K	Buy	110 +1	+0.9%	+$175	﹤0.01%	668
2025 Q3	$19.2K	Hold	109	–	–	﹤0.01%	677
2025 Q2	$18K	Hold	109	–	–	﹤0.01%	682
2025 Q1	$17.6K	Hold	109	–	–	﹤0.01%	663
2024 Q4	$17.6K	Buy	109 +1	+0.9%	+$169	﹤0.01%	643
2024 Q3	$18.2K	Hold	108	–	–	﹤0.01%	622
2024 Q2	$16.3K	Buy	108 +22	+26%	+$3.34K	﹤0.01%	597
2024 Q1	$13.4K	Buy	86 +1	+1%	+$147	﹤0.01%	611
2023 Q4	$12.4K	Hold	85	–	–	﹤0.01%	601
2023 Q3	$11.2K	Buy	85 +1	+1%	+$139	﹤0.01%	584
2023 Q2	$11.8K	Buy	84 +57	+211%	+$7.6K	﹤0.01%	581
2023 Q1	$3.62K	Buy	+27	New	+$3.75K	﹤0.01%	609

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

Kayne Anderson Rudnick Investment Management's VOE Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 49% in Q2 2026, selling an estimated $10.4K and leaving 56 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Kayne Anderson Rudnick Investment Management first reported a position in VOE in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.4K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 56 shares of Vanguard Morningstar Mid-Cap Value ETF worth $11.2K as of Q2 2026.
Kayne Anderson Rudnick Investment Management sold 54 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $10.4K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #735 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Kayne Anderson Rudnick Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $20.4K in Q1 2026.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.