RRMM
VOE icon

Regatta Research & Money Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Regatta Research & Money Management’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 		$15.4K Buy
+78
New +$15.1K 0.01% 436

Other funds holding VOE

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Regatta Research & Money Management's VOE Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 78 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings.

1,051 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Regatta Research & Money Management held 78 shares of Vanguard Morningstar Mid-Cap Value ETF worth $15.4K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #436 holding.
  • 1,051 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.