Keyvantage Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Keyvantage Wealth’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	$690K	Sell	3,746 -125	-3%	-$23.4K	0.3%	51
2025 Q4	$687K	Sell	3,871 -19	-0.5%	-$3.33K	0.29%	51
2025 Q3	$679K	Sell	3,890 -42	-1%	-$7.15K	0.28%	48
2025 Q2	$647K	Sell	3,932 -287	-7%	-$45.4K	0.29%	48
2025 Q1	$677K	Sell	4,219 -5,574	-57%	-$911K	0.33%	44
2024 Q4	$1.58M	Buy	+9,793	New	+$1.65M	1.13%	24

Other funds holding VOE

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Keyvantage Wealth's VOE Position: Q1 2026 in Review

Keyvantage Wealth reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 3.2% in Q1 2026, selling an estimated $23.4K and leaving 3,746 shares worth $690K. The position accounts for 0.3% of the portfolio, ranked #51.

Keyvantage Wealth first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Keyvantage Wealth held 3,746 shares of Vanguard Mid-Cap Value ETF worth $690K as of Q1 2026.
Keyvantage Wealth sold 125 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $23.4K.
Vanguard Mid-Cap Value ETF made up 0.3% of Keyvantage Wealth's portfolio in Q1 2026, its #51 holding.
Keyvantage Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's Vanguard Mid-Cap Value ETF position peaked at $1.58M in Q4 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.