McIlrath & Eck’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

McIlrath & Eck’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	$23K	Buy	125 +16	+15%	+$2.99K	﹤0.01%	772
2025 Q4	$19.3K	Hold	109	–	–	﹤0.01%	523
2025 Q3	$19K	Hold	109	–	–	﹤0.01%	511
2025 Q2	$17.9K	Hold	109	–	–	﹤0.01%	499
2025 Q1	$17.5K	Hold	109	–	–	﹤0.01%	502
2024 Q4	$17.6K	Hold	109	–	–	﹤0.01%	505
2024 Q3	$18.3K	Sell	109 -14	-11%	-$2.23K	﹤0.01%	486
2024 Q2	$18.5K	Hold	123	–	–	﹤0.01%	477
2024 Q1	$19.2K	Sell	123 -53	-30%	-$7.78K	﹤0.01%	466
2023 Q4	$25.5K	Hold	176	–	–	﹤0.01%	369
2023 Q3	$23K	Hold	176	–	–	﹤0.01%	380
2023 Q2	$24.4K	Buy	176 +14	+9%	+$1.87K	0.01%	384
2023 Q1	$21.7K	Hold	162	–	–	0.01%	398
2022 Q4	$21.9K	Hold	162	–	–	0.01%	395
2022 Q3	$20K	Hold	162	–	–	0.01%	402
2022 Q2	$21K	Buy	162 +74	+84%	+$10.5K	0.01%	381
2022 Q1	$13K	Hold	88	–	–	﹤0.01%	494
2021 Q4	$13K	Hold	88	–	–	﹤0.01%	496
2021 Q3	$12K	Hold	88	–	–	﹤0.01%	502
2021 Q2	$12K	Hold	88	–	–	﹤0.01%	500
2021 Q1	$12K	Hold	88	–	–	﹤0.01%	460
2020 Q4	$10K	Hold	88	–	–	﹤0.01%	431
2020 Q3	$9K	Hold	88	–	–	﹤0.01%	409
2020 Q2	$8K	Hold	88	–	–	﹤0.01%	402
2020 Q1	$7K	Hold	88	–	–	﹤0.01%	389
2019 Q4	$10K	Hold	88	–	–	﹤0.01%	377
2019 Q3	$10K	Sell	88 -40	-31%	-$4.44K	0.01%	355
2019 Q2	$14K	Hold	128	–	–	0.01%	267
2019 Q1	$14K	Sell	128 -50	-28%	-$5.25K	0.01%	267
2018 Q4	$17K	Hold	178	–	–	0.01%	210
2018 Q3	$20K	Buy	178 +19	+12%	+$2.16K	0.01%	213
2018 Q2	$18K	Hold	159	–	–	0.01%	220
2018 Q1	$17K	Hold	159	–	–	0.01%	207
2017 Q4	$18K	Buy	+159	New	+$17.2K	0.01%	207

Other funds holding VOE

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

McIlrath & Eck's VOE Position: Q1 2026 in Review

McIlrath & Eck increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 15% in Q1 2026, buying an estimated $2.99K and bringing the position to 125 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

McIlrath & Eck first reported a position in VOE in Q4 2017 and has held it in 34 quarters since. The position peaked at $25.5K in Q4 2023. 1,225 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

McIlrath & Eck held 125 shares of Vanguard Morningstar Mid-Cap Value ETF worth $23K as of Q1 2026.
McIlrath & Eck bought 16 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $2.99K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #772 holding.
McIlrath & Eck first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's Vanguard Morningstar Mid-Cap Value ETF position peaked at $25.5K in Q4 2023.
1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.