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Klingman & Associates’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Klingman & Associates’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 		$407K Hold
2,210
– – 0.02% 219
2025
Q4 		$392K Hold
2,210
– – 0.02% 220
2025
Q3 		$386K Sell
2,210
-55
-2% -$9.36K 0.02% 222
2025
Q2 		$373K Sell
2,265
-52
-2% -$8.23K 0.02% 214
2025
Q1 		$372K Hold
2,317
– – 0.02% 192
2024
Q4 		$375K Sell
2,317
-512
-18% -$86.4K 0.02% 185
2024
Q3 		$474K Sell
2,829
-16
-0.6% -$2.54K 0.03% 160
2024
Q2 		$428K Sell
2,845
-168
-6% -$25.5K 0.03% 154
2024
Q1 		$470K Buy
3,013
+80
+3% +$11.7K 0.03% 144
2023
Q4 		$425K Hold
2,933
– – 0.03% 148
2023
Q3 		$384K Sell
2,933
-5
-0.2% -$693 0.03% 155
2023
Q2 		$407K Sell
2,938
-120
-4% -$16K 0.03% 145
2023
Q1 		$410K Sell
3,058
-808
-21% -$112K 0.04% 136
2022
Q4 		$523K Buy
3,866
+909
+31% +$122K 0.05% 117
2022
Q3 		$360K Buy
2,957
+29
+1% +$3.93K 0.04% 133
2022
Q2 		$379K Sell
2,928
-59
-2% -$8.35K 0.04% 129
2022
Q1 		$447K Sell
2,987
-271
-8% -$39.9K 0.04% 130
2021
Q4 		$490K Hold
3,258
– – 0.04% 107
2021
Q3 		$455K Buy
3,258
+398
+14% +$56.5K 0.04% 105
2021
Q2 		$402K Hold
2,860
– – 0.04% 110
2021
Q1 		$386K Buy
2,860
+274
+11% +$35.1K 0.04% 110
2020
Q4 		$308K Sell
2,586
-28
-1% -$3.14K 0.04% 118
2020
Q3 		$265K Buy
2,614
+60
+2% +$6.08K 0.04% 119
2020
Q2 		$244K Buy
2,554
+17
+0.7% +$1.56K 0.04% 112
2020
Q1 		$206K Buy
2,537
+304
+14% +$32.7K 0.04% 117
2019
Q4 		$266K Buy
+2,233
New +$257K 0.04% 112

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

Klingman & Associates's VOE Position: Q1 2026 in Review

Klingman & Associates held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 2,210 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #219.

Klingman & Associates first reported a position in VOE in Q4 2019 and has held it in 26 quarters since. The position peaked at $523K in Q4 2022. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Klingman & Associates held 2,210 shares of Vanguard Mid-Cap Value ETF worth $407K as of Q1 2026.
  • Klingman & Associates left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #219 holding.
  • Klingman & Associates first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Klingman & Associates's Vanguard Mid-Cap Value ETF position peaked at $523K in Q4 2022.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.