Parsons Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Parsons Capital Management’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	$1.61M	Buy	8,727 +608	+7%	+$114K	0.07%	221
2025 Q4	$1.44M	Buy	8,119 +802	+11%	+$140K	0.08%	206
2025 Q3	$1.28M	Sell	7,317 -180	-2%	-$30.6K	0.07%	219
2025 Q2	$1.23M	Sell	7,497 -51	-0.7%	-$8.07K	0.08%	218
2025 Q1	$1.21M	Sell	7,548 -122	-2%	-$19.9K	0.07%	230
2024 Q4	$1.24M	Buy	7,670 +20	+0.3%	+$3.37K	0.07%	218
2024 Q3	$1.28M	Buy	7,650 +194	+3%	+$30.8K	0.08%	208
2024 Q2	$1.12M	Buy	7,456 +25	+0.3%	+$3.79K	0.08%	219
2024 Q1	$1.16M	Buy	7,431 +46	+0.6%	+$6.75K	0.08%	214
2023 Q4	$1.07M	Buy	7,385 +388	+6%	+$52.1K	0.08%	222
2023 Q3	$916K	Sell	6,997 -19	-0.3%	-$2.63K	0.07%	223
2023 Q2	$971K	Buy	7,016 +712	+11%	+$94.9K	0.07%	214
2023 Q1	$845K	Buy	6,304 +801	+15%	+$111K	0.07%	234
2022 Q4	$744K	Buy	5,503 +586	+12%	+$78.6K	0.06%	243
2022 Q3	$599K	Buy	4,917 +175	+4%	+$23.7K	0.05%	247
2022 Q2	$614K	Buy	4,742 +625	+15%	+$88.4K	0.06%	253
2022 Q1	$616K	Buy	4,117 +275	+7%	+$40.4K	0.05%	275
2021 Q4	$578K	Sell	3,842 -37	-1%	-$5.43K	0.04%	289
2021 Q3	$542K	Buy	3,879 +440	+13%	+$62.5K	0.04%	282
2021 Q2	$483K	Buy	3,439 +989	+40%	+$140K	0.04%	300
2021 Q1	$330K	Buy	+2,450	New	+$314K	0.03%	329
2015 Q2	–	Sell	-350	Closed	-$32K	–	525
2015 Q1	$32K	Buy	+350	New	+$31.6K	﹤0.01%	525

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

Parsons Capital Management's VOE Position: Q1 2026 in Review

Parsons Capital Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 7.5% in Q1 2026, buying an estimated $114K and bringing the position to 8,727 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #221.

Parsons Capital Management first reported a position in VOE in Q1 2015 and has held it in 22 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Parsons Capital Management held 8,727 shares of Vanguard Mid-Cap Value ETF worth $1.61M as of Q1 2026.
Parsons Capital Management bought 608 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $114K.
Vanguard Mid-Cap Value ETF made up 0.07% of Parsons Capital Management's portfolio in Q1 2026, its #221 holding.
Parsons Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2015 and has held it in 22 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.