Kennedy Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Kennedy Capital 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	$245K	Sell	1,239 -5,959	-83%	-$1.15M	﹤0.01%	531
2026 Q1	$1.33M	Buy	7,198 +5,421	+305%	+$1.01M	0.03%	457
2025 Q4	$315K	Sell	1,777 -7,240	-80%	-$1.27M	0.01%	518
2025 Q3	$1.57M	Buy	9,017 +7,757	+616%	+$1.32M	0.03%	470
2025 Q2	$207K	Buy	+1,260	New	+$200K	﹤0.01%	569
2025 Q1	–	Sell	-4,214	Closed	-$682K	–	703
2024 Q4	$682K	Buy	+4,214	New	+$711K	0.02%	622
2023 Q1	–	Sell	-5,094	Closed	-$689K	–	647
2022 Q4	$689K	Buy	+5,094	New	+$683K	0.02%	525
2022 Q1	–	Sell	-1,567	Closed	-$236K	–	636
2021 Q4	$236K	Buy	+1,567	New	+$230K	0.01%	597
2020 Q2	–	Sell	-7,196	Closed	-$585K	–	720
2020 Q1	$585K	Buy	+7,196	New	+$775K	0.02%	609
2019 Q1	–	Sell	-16,219	Closed	-$1.54M	–	724
2018 Q4	$1.54M	Buy	+16,219	New	+$1.7M	0.04%	566

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

Kennedy Capital Management's VOE Position: Q2 2026 in Review

Kennedy Capital Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 83% in Q2 2026, selling an estimated $1.15M and leaving 1,239 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Kennedy Capital Management first reported a position in VOE in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.57M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Kennedy Capital Management held 1,239 shares of Vanguard Morningstar Mid-Cap Value ETF worth $245K as of Q2 2026.
Kennedy Capital Management sold 5,959 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.15M.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Kennedy Capital Management's portfolio in Q2 2026, its #531 holding.
Kennedy Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 10 quarters since.
Kennedy Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.57M in Q3 2025.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.