Laurel Wealth Advisors (North Carolina)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-24	Closed	-$4.26K	–	646
2025 Q4	$4.26K	Buy	+24	New	+$4.2K	﹤0.01%	557
2025 Q2	–	Sell	-24	Closed	-$3.85K	–	661
2025 Q1	$3.85K	Hold	24	–	–	﹤0.01%	556
2024 Q4	$3.88K	Hold	24	–	–	﹤0.01%	582
2024 Q3	$4.03K	Hold	24	–	–	﹤0.01%	537
2024 Q2	$3.61K	Hold	24	–	–	﹤0.01%	515
2024 Q1	$3.74K	Hold	24	–	–	﹤0.01%	511
2023 Q4	$3.48K	Hold	24	–	–	﹤0.01%	479
2023 Q3	$3.14K	Hold	24	–	–	﹤0.01%	485
2023 Q2	$3.32K	Hold	24	–	–	﹤0.01%	490
2023 Q1	$3.22K	Hold	24	–	–	﹤0.01%	488
2022 Q4	$3.25K	Hold	24	–	–	﹤0.01%	462
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	471
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	514
2022 Q1	$4K	Hold	24	–	–	﹤0.01%	516
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	517
2021 Q3	$3K	Hold	24	–	–	﹤0.01%	566
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	638
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	579
2020 Q4	$3K	Hold	24	–	–	﹤0.01%	532
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	493
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	479
2020 Q1	$2K	Buy	+24	New	+$2.58K	﹤0.01%	480

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

Laurel Wealth Advisors (North Carolina)'s VOE Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 24 shares — an estimated $4.26K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VOE in Q1 2020 and held it in 22 quarters. The position peaked at $4.26K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 24 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $4.26K.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and held it in 22 quarters.
Laurel Wealth Advisors (North Carolina)'s Vanguard Mid-Cap Value ETF position peaked at $4.26K in Q4 2025.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.