Ken Fisher’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ken Fisher’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	$362K	Buy	1,964 +370	+23%	+$69.1K	﹤0.01%	863
2025 Q4	$283K	Buy	+1,594	New	+$279K	﹤0.01%	902
2025 Q3	–	Sell	-2,087	Closed	-$343K	–	1086
2025 Q2	$343K	Buy	+2,087	New	+$330K	﹤0.01%	859
2024 Q3	–	Sell	-1,817	Closed	-$273K	–	1026
2024 Q2	$273K	Buy	+1,817	New	+$276K	﹤0.01%	896
2022 Q1	–	Sell	-2,567	Closed	-$386K	–	1012
2021 Q4	$386K	Buy	+2,567	New	+$377K	﹤0.01%	805
2020 Q3	–	Sell	-4,281	Closed	-$410K	–	892
2020 Q2	$410K	Buy	+4,281	New	+$393K	﹤0.01%	682

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ken Fisher's VOE Position: Q1 2026 in Review

Ken Fisher increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 23% in Q1 2026, buying an estimated $69.1K and bringing the position to 1,964 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Ken Fisher first reported a position in VOE in Q2 2020 and has held it in 6 quarters since. The position peaked at $410K in Q2 2020. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Ken Fisher held 1,964 shares of Vanguard Morningstar Mid-Cap Value ETF worth $362K as of Q1 2026.
Ken Fisher bought 370 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $69.1K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #863 holding.
Ken Fisher first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and has held it in 6 quarters since.
Ken Fisher's Vanguard Morningstar Mid-Cap Value ETF position peaked at $410K in Q2 2020.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.