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Northwest & Ethical Investments’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-22,392
Closed -$4M – 607
2025
Q4 		$4M Sell
22,392
-1,218
-5% -$213K 0.09% 203
2025
Q3 		$4.11M Buy
23,610
+19,110
+425% +$3.25M 0.1% 206
2025
Q2 		$740K Buy
+4,500
New +$713K 0.02% 363

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

Northwest & Ethical Investments's VOE Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 22,392 shares — an estimated $4M sold.

Northwest & Ethical Investments first reported a position in VOE in Q2 2025 and held it in 3 quarters. The position peaked at $4.11M in Q3 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 22,392 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $4M.
  • Northwest & Ethical Investments first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and held it in 3 quarters.
  • Northwest & Ethical Investments's Vanguard Mid-Cap Value ETF position peaked at $4.11M in Q3 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.