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MidWestOne Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$1.76M Buy
9,910
+324
+3% +$56.7K 0.2% 102
2025
Q3 		$1.67M Sell
9,586
-473
-5% -$80.5K 0.2% 109
2025
Q2 		$1.65M Sell
10,059
-603
-6% -$95.5K 0.21% 109
2025
Q1 		$1.71M Buy
10,662
+188
+2% +$30.7K 0.24% 91
2024
Q4 		$1.69M Buy
10,474
+210
+2% +$35.4K 0.24% 89
2024
Q3 		$1.72M Sell
10,264
-1,078
-10% -$171K 0.24% 97
2024
Q2 		$1.71M Sell
11,342
-315
-3% -$47.8K 0.31% 85
2024
Q1 		$1.82M Sell
11,657
-1,831
-14% -$269K 0.33% 82
2023
Q4 		$1.96M Buy
13,488
+2,351
+21% +$316K 0.37% 63
2023
Q3 		$1.46M Sell
11,137
-2,809
-20% -$389K 0.33% 82
2023
Q2 		$1.93M Buy
13,946
+383
+3% +$51.1K 0.42% 57
2023
Q1 		$1.82M Sell
13,563
-80
-0.6% -$11.1K 0.41% 53
2022
Q4 		$1.85M Buy
13,643
+2,329
+21% +$312K 0.41% 50
2022
Q3 		$1.38M Buy
11,314
+2,813
+33% +$381K 0.35% 58
2022
Q2 		$1.1M Sell
8,501
-108
-1% -$15.3K 0.27% 90
2022
Q1 		$1.29M Sell
8,609
-503
-6% -$74K 0.28% 85
2021
Q4 		$1.37M Sell
9,112
-271
-3% -$39.8K 0.29% 87
2021
Q3 		$1.31M Buy
9,383
+53
+0.6% +$7.53K 0.31% 74
2021
Q2 		$1.31M Buy
9,330
+83
+0.9% +$11.7K 0.31% 81
2021
Q1 		$1.25M Buy
9,247
+441
+5% +$56.5K 0.3% 80
2020
Q4 		$1.05M Sell
8,806
-245
-3% -$27.4K 0.29% 86
2020
Q3 		$917K Buy
+9,051
New +$917K 0.3% 90
2020
Q2 		– Sell
-7,341
Closed -$597K – 190
2020
Q1 		$597K Buy
7,341
+1,649
+29% +$178K 0.22% 106
2019
Q4 		$678K Buy
5,692
+153
+3% +$17.6K 0.14% 117
2019
Q3 		$626K Sell
5,539
-2,001
-27% -$222K 0.19% 115
2019
Q2 		$840K Buy
+7,540
New +$826K 0.23% 113

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MidWestOne Financial Group's VOE Position: Q4 2025 in Review

MidWestOne Financial Group increased its Vanguard Mid-Cap Value ETF (VOE) stake by 3.4% in Q4 2025, buying an estimated $56.7K and bringing the position to 9,910 shares worth $1.76M. The position accounts for 0.2% of the portfolio, ranked #102.

MidWestOne Financial Group first reported a position in VOE in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.96M in Q4 2023. 1,196 funds tracked by Wall St. Rank hold VOE as of Q4 2025.

  • MidWestOne Financial Group held 9,910 shares of Vanguard Mid-Cap Value ETF worth $1.76M as of Q4 2025.
  • MidWestOne Financial Group bought 324 Vanguard Mid-Cap Value ETF shares in Q4 2025, an estimated $56.7K.
  • Vanguard Mid-Cap Value ETF made up 0.2% of MidWestOne Financial Group's portfolio in Q4 2025, its #102 holding.
  • MidWestOne Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's Vanguard Mid-Cap Value ETF position peaked at $1.96M in Q4 2023.
  • 1,196 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.