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Moneta Group Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Moneta Group Investment 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 		$201M Buy
1,090,118
+67,163
+7% +$12.5M 1.51% 13
2025
Q4 		$181M Buy
1,022,955
+136,421
+15% +$23.9M 1.37% 16
2025
Q3 		$155M Buy
886,534
+13,405
+2% +$2.28M 1.23% 19
2025
Q2 		$144M Buy
873,129
+49,225
+6% +$7.79M 1.71% 17
2025
Q1 		$132M Buy
823,904
+37,121
+5% +$6.07M 1.82% 16
2024
Q4 		$127M Buy
786,783
+22,705
+3% +$3.83M 1.78% 16
2024
Q3 		$128M Buy
764,078
+22,094
+3% +$3.51M 1.86% 14
2024
Q2 		$112M Buy
741,984
+4,808
+0.7% +$730K 1.78% 17
2024
Q1 		$115M Buy
737,176
+215,956
+41% +$31.7M 1.87% 14
2023
Q4 		$75.6M Buy
521,220
+44,327
+9% +$5.95M 1.49% 16
2023
Q3 		$62.5M Buy
476,893
+41,370
+9% +$5.73M 1.42% 16
2023
Q2 		$60.3M Buy
435,523
+45,049
+12% +$6.01M 1.33% 19
2023
Q1 		$52.4M Buy
390,474
+88,323
+29% +$12.3M 1.26% 20
2022
Q4 		$43.8M Buy
302,151
+34,737
+13% +$4.66M 1.2% 20
2022
Q3 		$32.6M Sell
267,414
-3,293
-1% -$446K 1.24% 19
2022
Q2 		$35.1M Buy
270,707
+89,809
+50% +$12.7M 1.2% 21
2022
Q1 		$27.1M Buy
180,898
+37,028
+26% +$5.45M 1.06% 24
2021
Q4 		$21.6M Buy
143,870
+17,468
+14% +$2.57M 0.88% 32
2021
Q3 		$17.6M Buy
126,402
+21,249
+20% +$3.02M 0.81% 35
2021
Q2 		$14.8M Buy
105,153
+4,990
+5% +$705K 0.68% 38
2021
Q1 		$13.5M Buy
100,163
+11,789
+13% +$1.51M 0.71% 38
2020
Q4 		$10.5M Buy
88,374
+7,393
+9% +$828K 0.76% 34
2020
Q3 		$8.21M Sell
80,981
-3,617
-4% -$366K 0.71% 36
2020
Q2 		$8.1M Buy
84,598
+2,239
+3% +$205K 0.77% 36
2020
Q1 		$6.7M Buy
82,359
+9,920
+14% +$1.07M 0.7% 39
2019
Q4 		$8.63M Buy
72,439
+908
+1% +$105K 0.72% 34
2019
Q3 		$8.08M Buy
71,531
+460
+0.6% +$51.1K 0.76% 32
2019
Q2 		$7.91M Buy
71,071
+1,568
+2% +$172K 0.78% 33
2019
Q1 		$7.5M Buy
69,503
+4,722
+7% +$496K 0.78% 29
2018
Q4 		$6.17M Buy
64,781
+1,164
+2% +$122K 0.74% 30
2018
Q3 		$7.19M Buy
63,617
+21,643
+52% +$2.46M 0.74% 26
2018
Q2 		$4.64M Buy
41,974
+3,063
+8% +$339K 0.52% 31
2018
Q1 		$4.26M Buy
38,911
+28,845
+287% +$3.24M 0.57% 29
2017
Q4 		$1.12M Buy
10,066
+1,609
+19% +$174K 0.17% 66
2017
Q3 		$893K Buy
8,457
+1,048
+14% +$109K 0.14% 75
2017
Q2 		$762K Buy
7,409
+4,221
+132% +$432K 0.12% 98
2017
Q1 		$325K Hold
3,188
– – 0.06% 115
2016
Q4 		$310K Hold
3,188
– – 0.06% 125
2016
Q3 		$298K Buy
+3,188
New +$295K 0.07% 104
2016
Q2 		– Sell
-3,260
Closed -$284K – 166
2016
Q1 		$284K Sell
3,260
-1,480
-31% -$121K 0.06% 135
2015
Q4 		$407K Sell
4,740
-830
-15% -$72.6K 0.1% 89
2015
Q3 		$464K Buy
5,570
+15
+0.3% +$1.33K 0.13% 78
2015
Q2 		$503K Buy
+5,555
New +$514K 0.15% 74

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

Moneta Group Investment Advisors's VOE Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 6.6% in Q1 2026, buying an estimated $12.5M and bringing the position to 1,090,118 shares worth $201M. The position accounts for 1.51% of the portfolio, ranked #13.

Moneta Group Investment Advisors first reported a position in VOE in Q2 2015 and has held it in 43 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Moneta Group Investment Advisors held 1,090,118 shares of Vanguard Mid-Cap Value ETF worth $201M as of Q1 2026.
  • Moneta Group Investment Advisors bought 67,163 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $12.5M.
  • Vanguard Mid-Cap Value ETF made up 1.51% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #13 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2015 and has held it in 43 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.