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Medallion Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Medallion Wealth 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
Q1 		$399K Sell
2,162
-216
-9% -$40.4K 0.13% 153
2025
Q4 		$423K Sell
2,378
-378
-14% -$66.2K 0.14% 142
2025
Q3 		$483K Sell
2,756
-245
-8% -$41.7K 0.17% 128
2025
Q2 		$501K Sell
3,001
-218
-7% -$34.5K 0.19% 119
2025
Q1 		$519K Sell
3,219
-233
-7% -$38.1K 0.24% 102
2024
Q4 		$559K Buy
+3,452
New +$582K 0.28% 86

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

Medallion Wealth Advisors's VOE Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 9.1% in Q1 2026, selling an estimated $40.4K and leaving 2,162 shares worth $399K. The position accounts for 0.13% of the portfolio, ranked #153.

Medallion Wealth Advisors first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $559K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Medallion Wealth Advisors held 2,162 shares of Vanguard Mid-Cap Value ETF worth $399K as of Q1 2026.
  • Medallion Wealth Advisors sold 216 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $40.4K.
  • Vanguard Mid-Cap Value ETF made up 0.13% of Medallion Wealth Advisors's portfolio in Q1 2026, its #153 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $559K in Q4 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.