Mesirow Financial Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Mesirow Financial Investment Management’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	$29.6M	Buy	149,741 +1,759	+1%	+$340K	0.46%	52
2026 Q1	$27.3M	Buy	147,982 +51,272	+53%	+$9.58M	0.44%	59
2025 Q4	$17.2M	Sell	96,710 -49,789	-34%	-$8.71M	0.35%	72
2025 Q3	$25.6M	Buy	146,499 +1,851	+1%	+$315K	0.46%	54
2025 Q2	$23.8M	Buy	144,648 +3,387	+2%	+$536K	0.46%	60
2025 Q1	$22.7M	Sell	141,261 -56	-0%	-$9.15K	0.44%	54
2024 Q4	$22.9M	Sell	141,317 -114,218	-45%	-$19.3M	0.45%	54
2024 Q3	$42.8M	Buy	255,535 +138,920	+119%	+$22.1M	0.83%	26
2024 Q2	$17.6M	Buy	116,615 +4,997	+4%	+$758K	0.4%	63
2024 Q1	$17.4M	Buy	111,618 +32,466	+41%	+$4.77M	0.4%	66
2023 Q4	$11.5M	Buy	+79,152	New	+$10.6M	0.42%	54

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

Mesirow Financial Investment Management's VOE Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.2% in Q2 2026, buying an estimated $340K and bringing the position to 149,741 shares worth $29.6M. The position accounts for 0.46% of the portfolio, ranked #52.

Mesirow Financial Investment Management first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.8M in Q3 2024. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Mesirow Financial Investment Management held 149,741 shares of Vanguard Morningstar Mid-Cap Value ETF worth $29.6M as of Q2 2026.
Mesirow Financial Investment Management bought 1,759 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $340K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.46% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #52 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $42.8M in Q3 2024.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.