Mutual Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.71M | Buy |
28,900
+451
| +2% | +$87.3K | 0.11% | 188 |
|
|
2026
Q1 | $5.24M | Buy |
28,449
+1,534
| +6% | +$287K | 0.11% | 180 |
|
|
2025
Q4 | $4.77M | Sell |
26,915
-130
| -0.5% | -$22.8K | 0.1% | 192 |
|
|
2025
Q3 | $4.72M | Sell |
27,045
-48
| -0.2% | -$8.17K | 0.1% | 192 |
|
|
2025
Q2 | $4.62M | Buy |
27,093
+778
| +3% | +$123K | 0.12% | 180 |
|
|
2025
Q1 | $4.06M | Sell |
26,315
-349
| -1% | -$57.1K | 0.12% | 176 |
|
|
2024
Q4 | $4.42M | Buy |
26,664
+775
| +3% | +$131K | 0.13% | 156 |
|
|
2024
Q3 | $4.34M | Buy |
25,889
+494
| +2% | +$78.5K | 0.13% | 156 |
|
|
2024
Q2 | $4.02M | Buy |
25,395
+335
| +1% | +$50.8K | 0.12% | 164 |
|
|
2024
Q1 | $3.91M | Buy |
25,060
+2,973
| +13% | +$437K | 0.13% | 155 |
|
|
2023
Q4 | $3.2M | Buy |
22,087
+4,813
| +28% | +$646K | 0.11% | 183 |
|
|
2023
Q3 | $2.26M | Buy |
17,274
+11,143
| +182% | +$1.54M | 0.09% | 218 |
|
|
2023
Q2 | $848K | Sell |
6,131
-340
| -5% | -$45.3K | 0.03% | 484 |
|
|
2023
Q1 | $868K | Sell |
6,471
-492
| -7% | -$68.3K | 0.04% | 462 |
|
|
2022
Q4 | $942K | Sell |
6,963
-621
| -8% | -$83.3K | 0.04% | 424 |
|
|
2022
Q3 | $923K | Buy |
7,584
+844
| +13% | +$114K | 0.05% | 388 |
|
|
2022
Q2 | $873K | Sell |
6,740
-17,446
| -72% | -$2.47M | 0.06% | 374 |
|
|
2022
Q1 | $3.62M | Buy |
24,186
+17,252
| +249% | +$2.54M | 0.2% | 105 |
|
|
2021
Q4 | $1.04M | Buy |
6,934
+111
| +2% | +$16.3K | 0.06% | 371 |
|
|
2021
Q3 | $952K | Buy |
6,823
+1,349
| +25% | +$192K | 0.06% | 366 |
|
|
2021
Q2 | $769K | Buy |
5,474
+32
| +0.6% | +$4.52K | 0.05% | 421 |
|
|
2021
Q1 | $734K | Sell |
5,442
-2,683
| -33% | -$344K | 0.05% | 394 |
|
|
2020
Q4 | $967K | Sell |
8,125
-9,421
| -54% | -$1.06M | 0.07% | 316 |
|
|
2020
Q3 | $1.78M | Sell |
17,546
-3,382
| -16% | -$343K | 0.15% | 157 |
|
|
2020
Q2 | $2M | Buy |
20,928
+1,955
| +10% | +$179K | 0.2% | 126 |
|
|
2020
Q1 | $1.54M | Sell |
18,973
-2,922
| -13% | -$315K | 0.21% | 126 |
|
|
2019
Q4 | $2.61M | Buy |
21,895
+15,322
| +233% | +$1.77M | 0.28% | 88 |
|
|
2019
Q3 | $743K | Buy |
6,573
+530
| +9% | +$58.9K | 0.1% | 247 |
|
|
2019
Q2 | $673K | Buy |
6,043
+1,298
| +27% | +$142K | 0.09% | 278 |
|
|
2019
Q1 | $512K | Buy |
4,745
+1,028
| +28% | +$108K | 0.08% | 274 |
|
|
2018
Q4 | $354K | Sell |
3,717
-979
| -21% | -$103K | 0.07% | 286 |
|
|
2018
Q3 | $531K | Buy |
4,696
+355
| +8% | +$40.3K | 0.08% | 277 |
|
|
2018
Q2 | $480K | Buy |
4,341
+146
| +3% | +$16.2K | 0.11% | 251 |
|
|
2018
Q1 | $459K | Sell |
4,195
-250
| -6% | -$28.1K | 0.12% | 252 |
|
|
2017
Q4 | $496K | Buy |
+4,445
| New | +$481K | 0.19% | 153 |
|
Other funds holding VOE
EWA
Mutual Advisors's VOE Position: Q2 2026 in Review
Mutual Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.6% in Q2 2026, buying an estimated $87.3K and bringing the position to 28,900 shares worth $5.71M. The position accounts for 0.11% of the portfolio, ranked #188.
Mutual Advisors first reported a position in VOE in Q4 2017 and has held it in 35 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Mutual Advisors held 28,900 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.71M as of Q2 2026.
- Mutual Advisors bought 451 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $87.3K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Mutual Advisors's portfolio in Q2 2026, its #188 holding.
- Mutual Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.