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NewEdge Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

NewEdge Wealth’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 		$2.61M Buy
14,159
+2,406
+20% +$449K 0.03% 356
2025
Q4 		$2.08M Buy
11,753
+1,794
+18% +$314K 0.02% 438
2025
Q3 		$1.71M Buy
9,959
+4,510
+83% +$767K 0.02% 435
2025
Q2 		$912K Buy
5,449
+614
+13% +$97.2K 0.01% 555
2025
Q1 		$776K Buy
4,835
+146
+3% +$23.9K 0.01% 534
2024
Q4 		$759K Buy
4,689
+243
+5% +$41K 0.01% 541
2024
Q3 		$745K Buy
4,446
+375
+9% +$59.6K 0.01% 525
2024
Q2 		$612K Sell
4,071
-15,117
-79% -$2.29M 0.01% 504
2024
Q1 		$2.87M Buy
19,188
+1,831
+11% +$269K 0.06% 256
2023
Q4 		$2.52M Buy
17,357
+1,032
+6% +$139K 0.06% 262
2023
Q3 		$2.14M Sell
16,325
-170
-1% -$23.5K 0.07% 245
2023
Q2 		$2.28M Buy
16,495
+467
+3% +$62.3K 0.08% 228
2023
Q1 		$2.15M Buy
16,028
+9,481
+145% +$1.32M 0.08% 214
2022
Q4 		$885K Buy
+6,547
New +$878K 0.04% 304
2022
Q1 		– Sell
-12,080
Closed -$1.82M – 451
2021
Q4 		$1.82M Buy
12,080
+68
+0.6% +$9.99K 0.08% 177
2021
Q3 		$1.68M Buy
12,012
+49
+0.4% +$6.96K 0.1% 142
2021
Q2 		$1.68M Sell
11,963
-1,875
-14% -$265K 0.13% 138
2021
Q1 		$1.87M Buy
13,838
+69
+0.5% +$8.84K 0.19% 112
2020
Q4 		$1.64M Buy
+13,769
New +$1.54M 0.5% 61

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

NewEdge Wealth's VOE Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard Mid-Cap Value ETF (VOE) stake by 20% in Q1 2026, buying an estimated $449K and bringing the position to 14,159 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #356.

NewEdge Wealth first reported a position in VOE in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.87M in Q1 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • NewEdge Wealth held 14,159 shares of Vanguard Mid-Cap Value ETF worth $2.61M as of Q1 2026.
  • NewEdge Wealth bought 2,406 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $449K.
  • Vanguard Mid-Cap Value ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #356 holding.
  • NewEdge Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
  • NewEdge Wealth's Vanguard Mid-Cap Value ETF position peaked at $2.87M in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.