North Ridge Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

North Ridge Wealth 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	$47.3K	Buy	257 +235	+1,068%	+$43.9K	0.03%	89
2025 Q4	$3.91K	Hold	22	–	–	﹤0.01%	142
2025 Q3	$3.85K	Hold	22	–	–	﹤0.01%	151
2025 Q2	$3.63K	Buy	+22	New	+$3.48K	﹤0.01%	143

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

North Ridge Wealth Advisors's VOE Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1,068% in Q1 2026, buying an estimated $43.9K and bringing the position to 257 shares worth $47.3K. The position accounts for 0.03% of the portfolio, ranked #89.

North Ridge Wealth Advisors first reported a position in VOE in Q2 2025 and has held it in 4 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

North Ridge Wealth Advisors held 257 shares of Vanguard Mid-Cap Value ETF worth $47.3K as of Q1 2026.
North Ridge Wealth Advisors bought 235 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $43.9K.
Vanguard Mid-Cap Value ETF made up 0.03% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #89 holding.
North Ridge Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.