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King Wealth Management Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

King Wealth Management Group’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 		$5.49M Sell
29,809
-580
-2% -$108K 0.69% 30
2025
Q4 		$5.39M Sell
30,389
-1,341
-4% -$235K 0.65% 31
2025
Q3 		$5.54M Sell
31,730
-493
-2% -$83.9K 0.7% 32
2025
Q2 		$5.3M Sell
32,223
-698
-2% -$111K 0.72% 31
2025
Q1 		$5.29M Sell
32,921
-466
-1% -$76.2K 0.8% 27
2024
Q4 		$5.4M Buy
33,387
+516
+2% +$87K 0.79% 28
2024
Q3 		$5.51M Sell
32,871
-1,796
-5% -$286K 0.86% 27
2024
Q2 		$5.21M Sell
34,667
-1,193
-3% -$181K 0.87% 29
2024
Q1 		$5.59M Sell
35,860
-356
-1% -$52.3K 0.98% 28
2023
Q4 		$5.25M Sell
36,216
-1,213
-3% -$163K 1.02% 28
2023
Q3 		$4.9M Buy
37,429
+228
+0.6% +$31.6K 1.03% 28
2023
Q2 		$5.15M Sell
37,201
-973
-3% -$130K 1.04% 27
2023
Q1 		$5.12M Buy
38,174
+168
+0.4% +$23.3K 1.13% 26
2022
Q4 		$5.14M Buy
+38,006
New +$5.1M 1.23% 24
2020
Q1 		– Sell
-9,583
Closed -$1.14M – 160
2019
Q4 		$1.14M Buy
9,583
+24
+0.3% +$2.77K 0.3% 48
2019
Q3 		$1.08M Buy
9,559
+55
+0.6% +$6.11K 0.31% 48
2019
Q2 		$1.06M Hold
9,504
– – 0.32% 48
2019
Q1 		$1.02M Sell
9,504
-1,146
-11% -$120K 0.32% 49
2018
Q4 		$1.01M Sell
10,650
-430
-4% -$45.1K 0.37% 43
2018
Q3 		$1.25M Sell
11,080
-10
-0.1% -$1.14K 0.39% 44
2018
Q2 		$1.23M Sell
11,090
-100
-0.9% -$11.1K 0.42% 43
2018
Q1 		$1.22M Buy
11,190
+881
+9% +$99.1K 0.43% 43
2017
Q4 		$1.15M Buy
10,309
+34
+0.3% +$3.68K 0.41% 42
2017
Q3 		$1.08M Hold
10,275
– – 0.4% 45
2017
Q2 		$1.06M Sell
10,275
-75
-0.7% -$7.67K 0.42% 47
2017
Q1 		$1.05M Hold
10,350
– – 0.44% 46
2016
Q4 		$1.01M Sell
10,350
-11
-0.1% -$1.04K 0.45% 45
2016
Q3 		$970K Buy
10,361
+78
+0.8% +$7.22K 0.48% 41
2016
Q2 		$916K Sell
10,283
-200
-2% -$17.6K 0.49% 41
2016
Q1 		$913K Buy
10,483
+12
+0.1% +$979 0.49% 43
2015
Q4 		$900K Buy
10,471
+1,448
+16% +$127K 0.5% 44
2015
Q3 		$751K Sell
9,023
-97
-1% -$8.6K 0.46% 43
2015
Q2 		$826K Buy
9,120
+505
+6% +$46.8K 0.45% 46
2015
Q1 		$791K Sell
8,615
-815
-9% -$73.6K 0.46% 44
2014
Q4 		$843K Buy
9,430
+1,488
+19% +$130K 0.45% 52
2014
Q3 		$674K Buy
7,942
+266
+3% +$23K 0.42% 51
2014
Q2 		$665K Hold
7,676
– – 0.41% 53
2014
Q1 		$636K Buy
7,676
+1,135
+17% +$91K 0.44% 47
2013
Q4 		$522K Buy
6,541
+3,041
+87% +$235K 0.3% 70
2013
Q3 		$256K Buy
+3,500
New +$253K 0.17% 90

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

King Wealth Management Group's VOE Position: Q1 2026 in Review

King Wealth Management Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 1.9% in Q1 2026, selling an estimated $108K and leaving 29,809 shares worth $5.49M. The position accounts for 0.69% of the portfolio, ranked #30.

King Wealth Management Group first reported a position in VOE in Q3 2013 and has held it in 40 quarters since. The position peaked at $5.59M in Q1 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • King Wealth Management Group held 29,809 shares of Vanguard Mid-Cap Value ETF worth $5.49M as of Q1 2026.
  • King Wealth Management Group sold 580 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $108K.
  • Vanguard Mid-Cap Value ETF made up 0.69% of King Wealth Management Group's portfolio in Q1 2026, its #30 holding.
  • King Wealth Management Group first reported a position in Vanguard Mid-Cap Value ETF in Q3 2013 and has held it in 40 quarters since.
  • King Wealth Management Group's Vanguard Mid-Cap Value ETF position peaked at $5.59M in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.