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MSH Capital Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

MSH Capital 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 		$4.05M Buy
21,993
+1,612
+8% +$301K 0.86% 28
2025
Q4 		$3.61M Hold
20,381
– – 0.77% 30
2025
Q3 		$3.56M Hold
20,381
– – 0.95% 24
2025
Q2 		$3.35M Buy
20,381
+320
+2% +$50.7K 0.97% 26
2025
Q1 		$3.22M Sell
20,061
-35
-0.2% -$5.72K 1% 26
2024
Q4 		$3.25M Buy
20,096
+310
+2% +$52.3K 1.02% 26
2024
Q3 		$3.32M Buy
19,786
+370
+2% +$58.8K 1.01% 25
2024
Q2 		$2.92M Buy
19,416
+105
+0.5% +$15.9K 0.98% 26
2024
Q1 		$3.01M Sell
19,311
-336
-2% -$49.3K 1.06% 24
2023
Q4 		$2.85M Sell
19,647
-1,174
-6% -$158K 1.06% 23
2023
Q3 		$2.73M Sell
20,821
-594
-3% -$82.3K 1.07% 21
2023
Q2 		$2.96M Buy
21,415
+502
+2% +$66.9K 1.09% 22
2023
Q1 		$2.8M Sell
20,913
-1,273
-6% -$177K 1.2% 17
2022
Q4 		$3M Sell
22,186
-1,260
-5% -$169K 1.36% 13
2022
Q3 		$2.86M Sell
23,446
-87
-0.4% -$11.8K 1.41% 13
2022
Q2 		$3.05M Sell
23,533
-819
-3% -$116K 1.42% 13
2022
Q1 		$3.64M Buy
24,352
+3,671
+18% +$540K 1.5% 13
2021
Q4 		$3.11M Buy
+20,681
New +$3.04M 1.39% 15

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

MSH Capital Advisors's VOE Position: Q1 2026 in Review

MSH Capital Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 7.9% in Q1 2026, buying an estimated $301K and bringing the position to 21,993 shares worth $4.05M. The position accounts for 0.86% of the portfolio, ranked #28.

MSH Capital Advisors first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • MSH Capital Advisors held 21,993 shares of Vanguard Mid-Cap Value ETF worth $4.05M as of Q1 2026.
  • MSH Capital Advisors bought 1,612 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $301K.
  • Vanguard Mid-Cap Value ETF made up 0.86% of MSH Capital Advisors's portfolio in Q1 2026, its #28 holding.
  • MSH Capital Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.