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&Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

&Partners’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 		$26.1M Buy
141,417
+15,591
+12% +$2.91M 0.13% 147
2025
Q4 		$22.3M Buy
125,826
+8,219
+7% +$1.44M 0.12% 164
2025
Q3 		$20.5M Buy
117,607
+6,894
+6% +$1.17M 0.13% 145
2025
Q2 		$18.2M Buy
110,713
+31,227
+39% +$4.94M 0.14% 148
2025
Q1 		$12.6M Buy
79,486
+14,190
+22% +$2.32M 0.13% 146
2024
Q4 		$10.6M Buy
65,296
+45,965
+238% +$7.75M 0.13% 162
2024
Q3 		$3.25M Buy
19,331
+7,517
+64% +$1.19M 0.06% 274
2024
Q2 		$1.78M Buy
11,814
+7,803
+195% +$1.18M 0.08% 228
2024
Q1 		$625K Buy
+4,011
New +$589K 0.09% 225

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

&Partners's VOE Position: Q1 2026 in Review

&Partners increased its Vanguard Mid-Cap Value ETF (VOE) stake by 12% in Q1 2026, buying an estimated $2.91M and bringing the position to 141,417 shares worth $26.1M. The position accounts for 0.13% of the portfolio, ranked #147.

&Partners first reported a position in VOE in Q1 2024 and has held it in 9 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • &Partners held 141,417 shares of Vanguard Mid-Cap Value ETF worth $26.1M as of Q1 2026.
  • &Partners bought 15,591 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $2.91M.
  • Vanguard Mid-Cap Value ETF made up 0.13% of &Partners's portfolio in Q1 2026, its #147 holding.
  • &Partners first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.