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Patriot Financial Group Insurance Agency’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-1,440
Closed -$265K – 687
2026
Q1 		$265K Buy
+1,440
New +$269K 0.02% 599
2024
Q4 		– Sell
-1,317
Closed -$221K – 539
2024
Q3 		$221K Buy
+1,317
New +$209K 0.03% 445
2022
Q3 		– Sell
-1,348
Closed -$175K – 1902
2022
Q2 		$175K Sell
1,348
-5
-0.4% -$707 0.04% 407
2022
Q1 		$202K Buy
1,353
+150
+12% +$22.1K 0.04% 411
2021
Q4 		$181K Sell
1,203
-48
-4% -$7.05K 0.03% 470
2021
Q3 		$175K Buy
1,251
+600
+92% +$85.2K 0.03% 477
2021
Q2 		$91K Buy
651
+565
+657% +$79.9K 0.02% 662
2021
Q1 		$12K Sell
86
-229
-73% -$29.3K ﹤0.01% 1308
2020
Q4 		$37K Buy
315
+195
+163% +$21.8K 0.01% 784
2020
Q3 		$12K Hold
120
– – ﹤0.01% 985
2020
Q2 		$11K Sell
120
-38
-24% -$3.48K ﹤0.01% 960
2020
Q1 		$13K Sell
158
-188
-54% -$20.2K 0.01% 791
2019
Q4 		$41K Sell
346
-516
-60% -$59.5K 0.02% 516
2019
Q3 		$97K Buy
862
+197
+30% +$21.9K 0.04% 314
2019
Q2 		$74K Hold
665
– – 0.03% 369
2019
Q1 		$72K Buy
665
+76
+13% +$7.98K 0.04% 328
2018
Q4 		$56K Hold
589
– – 0.04% 304
2018
Q3 		$67K Buy
589
+163
+38% +$18.5K 0.04% 260
2018
Q2 		$47K Sell
426
-150
-26% -$16.6K 0.05% 190
2018
Q1 		$62K Buy
576
+72
+14% +$8.1K 0.05% 281
2017
Q4 		$57K Buy
504
+3
+0.6% +$325 0.04% 278
2017
Q3 		$53K Buy
501
+393
+364% +$40.8K 0.05% 253
2017
Q2 		$11K Sell
108
-29
-21% -$2.97K 0.01% 520
2017
Q1 		$14K Buy
137
+28
+26% +$2.82K 0.01% 436
2016
Q4 		$11K Buy
+109
New +$10.3K 0.02% 451

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VOE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,440 shares — an estimated $265K sold.

Patriot Financial Group Insurance Agency first reported a position in VOE in Q4 2016 and held it in 25 quarters. The position peaked at $265K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,440 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $265K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2016 and held it in 25 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard Morningstar Mid-Cap Value ETF position peaked at $265K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.