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Newman Dignan & Sheerar Inc’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Newman Dignan & Sheerar Inc’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
Q2 		$227K Buy
1,148
+3
+0.3% +$580 0.04% 187
2026
Q1 		$211K Buy
1,145
+6
+0.5% +$1.12K 0.04% 186
2025
Q4 		$202K Sell
1,139
-638
-36% -$112K 0.04% 186
2025
Q3 		$310K Buy
1,777
+9
+0.5% +$1.53K 0.07% 153
2025
Q2 		$291K Hold
1,768
– – 0.07% 157
2025
Q1 		$284K Buy
1,768
+12
+0.7% +$1.96K 0.08% 142
2024
Q4 		$284K Sell
1,756
-85
-5% -$14.3K 0.07% 147
2024
Q3 		$309K Sell
1,841
-135
-7% -$21.5K 0.07% 142
2024
Q2 		$297K Sell
1,976
-616
-24% -$93.5K 0.08% 142
2024
Q1 		$404K Buy
2,592
+8
+0.3% +$1.18K 0.11% 130
2023
Q4 		$375K Buy
2,584
+12
+0.5% +$1.61K 0.11% 126
2023
Q3 		$337K Buy
2,572
+9
+0.4% +$1.25K 0.11% 128
2023
Q2 		$355K Buy
2,563
+8
+0.3% +$1.07K 0.11% 130
2023
Q1 		$343K Buy
2,555
+8
+0.3% +$1.11K 0.11% 136
2022
Q4 		$344K Buy
2,547
+13
+0.5% +$1.74K 0.11% 134
2022
Q3 		$309 Buy
2,534
+9
+0.4% +$1.22K 0.05% 137
2022
Q2 		$327K Buy
2,525
+6
+0.2% +$849 0.11% 136
2022
Q1 		$377 Buy
2,519
+7
+0.3% +$1.03K 0.07% 124
2021
Q4 		$378K Buy
2,512
+9
+0.4% +$1.32K 0.11% 131
2021
Q3 		$349K Buy
2,503
+6
+0.2% +$852 0.1% 134
2021
Q2 		$351K Buy
2,497
+7
+0.3% +$989 0.12% 132
2021
Q1 		$336K Buy
2,490
+6
+0.2% +$768 0.12% 132
2020
Q4 		$295 Buy
2,484
+19
+0.8% +$2.13K 0.05% 131
2020
Q3 		$250K Buy
+2,465
New +$250K 0.1% 139
2020
Q1 		– Sell
-1,839
Closed -$219 – 159
2019
Q4 		$219 Buy
+1,839
New +$212K 0.02% 154

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VOE Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.26% in Q2 2026, buying an estimated $580 and bringing the position to 1,148 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #187.

Newman Dignan & Sheerar Inc first reported a position in VOE in Q4 2019 and has held it in 25 quarters since. The position peaked at $404K in Q1 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 1,148 shares of Vanguard Morningstar Mid-Cap Value ETF worth $227K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 3 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $580.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #187 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 25 quarters since.
  • Newman Dignan & Sheerar Inc's Vanguard Morningstar Mid-Cap Value ETF position peaked at $404K in Q1 2024.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.