Patriot Investment Management Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Patriot Investment Management Group’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	$1.73M	Sell	8,741 -15	-0.2%	-$2.9K	0.1%	85
2026 Q1	$1.61M	Sell	8,756 -389	-4%	-$72.7K	0.1%	85
2025 Q4	$1.62M	Buy	9,145 +745	+9%	+$130K	0.1%	83
2025 Q3	$1.47M	Sell	8,400 -12	-0.1%	-$2.04K	0.1%	87
2025 Q2	$1.38M	Hold	8,412	–	–	0.1%	89
2025 Q1	$1.35M	Hold	8,412	–	–	0.1%	83
2024 Q4	$1.36M	Hold	8,412	–	–	0.1%	86
2024 Q3	$1.41M	Hold	8,412	–	–	0.1%	88
2024 Q2	$1.27M	Sell	8,412 -1,127	-12%	-$171K	0.1%	91
2024 Q1	$1.49M	Sell	9,539 -91	-0.9%	-$13.4K	0.12%	78
2023 Q4	$1.4M	Sell	9,630 -633	-6%	-$85K	0.12%	83
2023 Q3	$1.34M	Buy	10,263 +144	+1%	+$19.9K	0.12%	81
2023 Q2	$1.4M	Sell	10,119 -80	-0.8%	-$10.7K	0.12%	86
2023 Q1	$1.37M	Sell	10,199 -8	-0.1%	-$1.11K	0.12%	87
2022 Q4	$1.47M	Sell	10,207 -2	-0%	-$268	0.13%	86
2022 Q3	$1.24M	Buy	10,209 +645	+7%	+$87.3K	0.13%	87
2022 Q2	$1.24M	Buy	9,564 +4,123	+76%	+$583K	0.12%	94
2022 Q1	$814K	Sell	5,441 -43	-0.8%	-$6.32K	0.07%	130
2021 Q4	$824K	Hold	5,484	–	–	0.07%	128
2021 Q3	$765K	Hold	5,484	–	–	0.07%	132
2021 Q2	$770K	Sell	5,484 -237	-4%	-$33.5K	0.07%	133
2021 Q1	$771K	Buy	+5,721	New	+$733K	0.08%	125
2020 Q4	–	Sell	-5,721	Closed	-$579K	–	209
2020 Q3	$579K	Sell	5,721 -985	-15%	-$99.8K	0.07%	138
2020 Q2	$642K	Sell	6,706 -182	-3%	-$16.7K	0.08%	127
2020 Q1	$559K	Sell	6,888 -5,989	-47%	-$645K	0.08%	124
2019 Q4	$1.53M	Buy	12,877 +193	+2%	+$22.2K	0.2%	66
2019 Q3	$1.43M	Buy	12,684 +342	+3%	+$38K	0.2%	67
2019 Q2	$1.37M	Sell	12,342 -568	-4%	-$62.2K	0.19%	73
2019 Q1	$1.39M	Buy	+12,910	New	+$1.36M	0.2%	69

Other funds holding VOE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Patriot Investment Management Group's VOE Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.17% in Q2 2026, selling an estimated $2.9K and leaving 8,741 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #85.

Patriot Investment Management Group first reported a position in VOE in Q1 2019 and has held it in 29 quarters since. 576 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Patriot Investment Management Group held 8,741 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.73M as of Q2 2026.
Patriot Investment Management Group sold 15 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Patriot Investment Management Group's portfolio in Q2 2026, its #85 holding.
Patriot Investment Management Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
576 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.