Parcion Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Parcion Private 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	$824K	Buy	+4,473	New	+$836K	0.05%	176
2023 Q1	–	Sell	-2,294	Closed	-$310K	–	200
2022 Q4	$310K	Sell	2,294 -230,706	-99%	-$31M	0.03%	161
2022 Q3	$28.4M	Sell	233,000 -12,775	-5%	-$1.73M	3.17%	7
2022 Q2	$32.9M	Sell	245,775 -46,200	-16%	-$6.54M	3.25%	5
2022 Q1	$43.7M	Buy	291,975 +11,379	+4%	+$1.67M	4.09%	5
2021 Q4	$42.8M	Buy	+280,596	New	+$41.2M	3.86%	5
2021 Q1	–	Sell	-5,633	Closed	-$670K	–	202
2020 Q4	$670K	Hold	5,633	–	–	0.09%	116
2020 Q3	$579K	Hold	5,633	–	–	0.09%	119
2020 Q2	$544K	Buy	+5,633	New	+$517K	0.09%	121

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

Parcion Private Wealth's VOE Position: Q1 2026 in Review

Parcion Private Wealth opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 4,473 shares worth $824K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in VOE as recently as Q4 2022.

Parcion Private Wealth first reported a position in VOE in Q2 2020 and has held it in 9 quarters since. The position peaked at $43.7M in Q1 2022. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Parcion Private Wealth held 4,473 shares of Vanguard Mid-Cap Value ETF worth $824K as of Q1 2026.
Vanguard Mid-Cap Value ETF was a new Parcion Private Wealth position in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.05% of Parcion Private Wealth's portfolio in Q1 2026, its #176 holding.
Parcion Private Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q2 2020 and has held it in 9 quarters since.
Parcion Private Wealth's Vanguard Mid-Cap Value ETF position peaked at $43.7M in Q1 2022.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.