Mercer Global Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Mercer Global 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	$18.2M	Buy	91,973 +1,733	+2%	+$335K	0.02%	382
2026 Q1	$16.6M	Sell	90,240 -16,075	-15%	-$3M	0.02%	360
2025 Q4	$18.9M	Buy	106,315 +2,108	+2%	+$369K	0.03%	345
2025 Q3	$18.2M	Sell	104,207 -15,034	-13%	-$2.56M	0.03%	334
2025 Q2	$19.6M	Buy	119,241 +18,046	+18%	+$2.86M	0.04%	247
2025 Q1	$16.2M	Buy	101,195 +3,653	+4%	+$597K	0.04%	265
2024 Q4	$15.8M	Buy	97,542 +7,845	+9%	+$1.32M	0.04%	257
2024 Q3	$15M	Buy	89,697 +1,083	+1%	+$172K	0.04%	253
2024 Q2	$13.3M	Sell	88,614 -1,122	-1%	-$170K	0.04%	247
2024 Q1	$15.5M	Sell	89,736 -30,313	-25%	-$4.45M	0.04%	229
2023 Q4	$17.4M	Sell	120,049 -2,759	-2%	-$371K	0.05%	208
2023 Q3	$16.1M	Buy	122,808 +29,005	+31%	+$4.02M	0.06%	197
2023 Q2	$13M	Buy	93,803 +41,874	+81%	+$5.58M	0.05%	241
2023 Q1	$6.96M	Sell	51,929 -45,191	-47%	-$6.27M	0.03%	352
2022 Q4	$13.1M	Sell	97,120 -11,188	-10%	-$1.5M	0.07%	218
2022 Q3	$13.2M	Buy	108,308 +20,690	+24%	+$2.8M	0.08%	189
2022 Q2	$11.3M	Sell	87,618 -14,058	-14%	-$1.99M	0.07%	203
2022 Q1	$15.2M	Buy	101,676 +11,509	+13%	+$1.69M	0.09%	167
2021 Q4	$13.6M	Sell	90,167 -3,801	-4%	-$558K	0.08%	175
2021 Q3	$13.1M	Sell	93,968 -14,845	-14%	-$2.11M	0.09%	179
2021 Q2	$15.3M	Buy	108,813 +2,888	+3%	+$408K	0.12%	139
2021 Q1	$14.3M	Buy	105,925 +102,089	+2,661%	+$13.1M	0.13%	125
2020 Q4	$456K	Buy	3,836 +392	+11%	+$43.9K	0.01%	896
2020 Q3	$349K	Buy	3,444 +406	+13%	+$41.1K	0.01%	897
2020 Q2	$291K	Sell	3,038 -413	-12%	-$37.9K	0.01%	862
2020 Q1	$281K	Sell	3,451 -114,417	-97%	-$12.3M	0.01%	833
2019 Q4	$14M	Buy	117,868 +112,676	+2,170%	+$13M	0.28%	71
2019 Q3	$586K	Buy	5,192 +316	+6%	+$35.1K	0.01%	639
2019 Q2	$543K	Buy	4,876 +52	+1%	+$5.69K	0.01%	647
2019 Q1	$520K	Buy	+4,824	New	+$507K	0.02%	613

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

Mercer Global Advisors's VOE Position: Q2 2026 in Review

Mercer Global Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.9% in Q2 2026, buying an estimated $335K and bringing the position to 91,973 shares worth $18.2M. The position accounts for 0.02% of the portfolio, ranked #382.

Mercer Global Advisors first reported a position in VOE in Q1 2019 and has held it in 30 quarters since. The position peaked at $19.6M in Q2 2025. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Mercer Global Advisors held 91,973 shares of Vanguard Morningstar Mid-Cap Value ETF worth $18.2M as of Q2 2026.
Mercer Global Advisors bought 1,733 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $335K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #382 holding.
Mercer Global Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
Mercer Global Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $19.6M in Q2 2025.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.