Maryland Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Maryland Capital Advisors’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	$58.3K	Buy	+295	New	+$57.1K	0.02%	128
2025 Q4	$52.3K	Hold	295	–	–	0.02%	140
2025 Q3	$51.5K	Hold	295	–	–	0.02%	136
2025 Q2	$48.5K	Hold	295	–	–	0.02%	137
2025 Q1	$47.4K	Hold	295	–	–	0.02%	126
2024 Q4	$47.7K	Hold	295	–	–	0.02%	131
2024 Q3	$49.5K	Hold	295	–	–	0.02%	124
2024 Q2	$44.4K	Sell	295 -40	-12%	-$6.07K	0.02%	124
2024 Q1	$52.2K	Hold	335	–	–	0.03%	107
2023 Q4	$48.6K	Hold	335	–	–	0.03%	108
2023 Q3	$43.9K	Hold	335	–	–	0.03%	111
2023 Q2	$46.4K	Sell	335 -10	-3%	-$1.33K	0.04%	109
2023 Q1	$46.3K	Hold	345	–	–	0.04%	108
2022 Q4	$46.7K	Hold	345	–	–	0.04%	105
2022 Q3	$42K	Hold	345	–	–	0.04%	97
2022 Q2	$45K	Hold	345	–	–	0.05%	96
2022 Q1	$52K	Hold	345	–	–	0.05%	90
2021 Q4	$52K	Buy	+345	New	+$50.7K	0.04%	93

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Maryland Capital Advisors's VOE Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 295 shares worth $58.3K. The stake represents 0.02% of the portfolio and ranks #128 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in VOE as recently as Q4 2025.

Maryland Capital Advisors first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Maryland Capital Advisors held 295 shares of Vanguard Morningstar Mid-Cap Value ETF worth $58.3K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Maryland Capital Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Maryland Capital Advisors's portfolio in Q2 2026, its #128 holding.
Maryland Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.