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

Noble Family 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	$1.29M	Buy	6,995 +1,716	+33%	+$321K	0.27%	35
2025 Q4	$936K	Sell	5,279 -125	-2%	-$21.9K	0.2%	45
2025 Q3	$943K	Buy	5,404 +141	+3%	+$24K	0.21%	45
2025 Q2	$866K	Buy	5,263 +189	+4%	+$29.9K	0.21%	43
2025 Q1	$815K	Sell	5,074 -396	-7%	-$64.7K	0.22%	40
2024 Q4	$883K	Sell	5,470 -1,106	-17%	-$187K	0.24%	40
2024 Q3	$1.1M	Sell	6,576 -2,304	-26%	-$366K	0.3%	36
2024 Q2	$1.34M	Sell	8,880 -1,910	-18%	-$290K	0.38%	33
2024 Q1	$1.68M	Sell	10,790 -6,191	-36%	-$909K	0.48%	33
2023 Q4	$2.46M	Sell	16,981 -1,870	-10%	-$251K	0.75%	29
2023 Q3	$2.47M	Sell	18,851 -3,089	-14%	-$428K	0.83%	27
2023 Q2	$3.04M	Sell	21,940 -6,395	-23%	-$853K	0.99%	23
2023 Q1	$3.8M	Buy	+28,335	New	+$3.93M	1.3%	20

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Noble Family Wealth's VOE Position: Q1 2026 in Review

Noble Family Wealth increased its Vanguard Mid-Cap Value ETF (VOE) stake by 33% in Q1 2026, buying an estimated $321K and bringing the position to 6,995 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #35.

Noble Family Wealth first reported a position in VOE in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.8M in Q1 2023. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Noble Family Wealth held 6,995 shares of Vanguard Mid-Cap Value ETF worth $1.29M as of Q1 2026.
Noble Family Wealth bought 1,716 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $321K.
Vanguard Mid-Cap Value ETF made up 0.27% of Noble Family Wealth's portfolio in Q1 2026, its #35 holding.
Noble Family Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's Vanguard Mid-Cap Value ETF position peaked at $3.8M in Q1 2023.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.