Mercer Global Advisors
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Mercer Global Advisors’s Vanguard 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
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
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

Mercer Global Advisors's VOE Position: Q1 2026 in Review

Mercer Global Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 15% in Q1 2026, selling an estimated $3M and leaving 90,240 shares worth $16.6M. The position accounts for 0.02% of the portfolio, ranked #360.

Mercer Global Advisors first reported a position in VOE in Q1 2019 and has held it in 29 quarters since. The position peaked at $19.6M in Q2 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Mercer Global Advisors held 90,240 shares of Vanguard Mid-Cap Value ETF worth $16.6M as of Q1 2026.
  • Mercer Global Advisors sold 16,075 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $3M.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Mercer Global Advisors's portfolio in Q1 2026, its #360 holding.
  • Mercer Global Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Vanguard Mid-Cap Value ETF position peaked at $19.6M in Q2 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.