KeyBank National Association’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

KeyBank National Association’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	$620K	Buy	3,140 +146	+5%	+$28.2K	﹤0.01%	826
2026 Q1	$552K	Buy	2,994 +228	+8%	+$42.6K	﹤0.01%	788
2025 Q4	$491K	Sell	2,766 -257	-9%	-$45K	﹤0.01%	821
2025 Q3	$528K	Buy	3,023 +134	+5%	+$22.8K	﹤0.01%	774
2025 Q2	$475K	Sell	2,889 -315	-10%	-$49.9K	﹤0.01%	790
2025 Q1	$514K	Sell	3,204 -88	-3%	-$14.4K	﹤0.01%	753
2024 Q4	$533K	Sell	3,292 -361	-10%	-$60.9K	﹤0.01%	753
2024 Q3	$612K	Buy	3,653 +1,778	+95%	+$283K	﹤0.01%	705
2024 Q2	$282K	Sell	1,875 -106	-5%	-$16.1K	﹤0.01%	949
2024 Q1	$309K	Buy	1,981 +102	+5%	+$15K	﹤0.01%	925
2023 Q4	$272K	Buy	1,879 +145	+8%	+$19.5K	﹤0.01%	950
2023 Q3	$227K	Sell	1,734 -1,103	-39%	-$153K	﹤0.01%	943
2023 Q2	$393K	Sell	2,837 -84	-3%	-$11.2K	﹤0.01%	788
2023 Q1	$392K	Buy	2,921 +26	+0.9%	+$3.61K	﹤0.01%	789
2022 Q4	$392K	Buy	+2,895	New	+$388K	﹤0.01%	776

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

KeyBank National Association's VOE Position: Q2 2026 in Review

KeyBank National Association increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.9% in Q2 2026, buying an estimated $28.2K and bringing the position to 3,140 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

KeyBank National Association first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

KeyBank National Association held 3,140 shares of Vanguard Morningstar Mid-Cap Value ETF worth $620K as of Q2 2026.
KeyBank National Association bought 146 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $28.2K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #826 holding.
KeyBank National Association first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.