Panoramic Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Panoramic Investment 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	$269K	Buy	1,462 +7	+0.5%	+$1.31K	0.15%	112
2025 Q4	$258K	Buy	1,455 +13	+0.9%	+$2.27K	0.14%	106
2025 Q3	$252K	Buy	1,442 +7	+0.5%	+$1.19K	0.14%	107
2025 Q2	$236K	Hold	1,435	–	–	0.14%	105
2025 Q1	$230K	Buy	1,435 +9	+0.6%	+$1.47K	0.16%	103
2024 Q4	$231K	Buy	1,426 +83	+6%	+$14K	0.15%	106
2024 Q3	$225K	Buy	+1,343	New	+$213K	0.16%	108
2024 Q1	$207K	Buy	+1,330	New	+$195K	0.15%	109

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

Panoramic Investment Advisors's VOE Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.48% in Q1 2026, buying an estimated $1.31K and bringing the position to 1,462 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #112.

Panoramic Investment Advisors first reported a position in VOE in Q1 2024 and has held it in 8 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Panoramic Investment Advisors held 1,462 shares of Vanguard Mid-Cap Value ETF worth $269K as of Q1 2026.
Panoramic Investment Advisors bought 7 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.31K.
Vanguard Mid-Cap Value ETF made up 0.15% of Panoramic Investment Advisors's portfolio in Q1 2026, its #112 holding.
Panoramic Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.