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

Patten & Patten’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	$267K	Sell	1,448 -50	-3%	-$9.34K	0.02%	298
2025 Q4	$266K	Hold	1,498	–	–	0.02%	304
2025 Q3	$262K	Hold	1,498	–	–	0.02%	305
2025 Q2	$246K	Hold	1,498	–	–	0.02%	291
2025 Q1	$240K	Hold	1,498	–	–	0.02%	291
2024 Q4	$242K	Sell	1,498 -2	-0.1%	-$337	0.02%	285
2024 Q3	$252K	Buy	+1,500	New	+$238K	0.02%	278
2024 Q2	–	Sell	-1,319	Closed	-$206K	–	313
2024 Q1	$206K	Sell	1,319 -216	-14%	-$31.7K	0.01%	299
2023 Q4	$223K	Hold	1,535	–	–	0.02%	264
2023 Q3	$201K	Hold	1,535	–	–	0.02%	271
2023 Q2	$212K	Hold	1,535	–	–	0.02%	262
2023 Q1	$206K	Hold	1,535	–	–	0.02%	260
2022 Q4	$208K	Buy	+1,535	New	+$206K	0.02%	257

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

Patten & Patten's VOE Position: Q1 2026 in Review

Patten & Patten reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 3.3% in Q1 2026, selling an estimated $9.34K and leaving 1,448 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #298.

Patten & Patten first reported a position in VOE in Q4 2022 and has held it in 13 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Patten & Patten held 1,448 shares of Vanguard Mid-Cap Value ETF worth $267K as of Q1 2026.
Patten & Patten sold 50 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $9.34K.
Vanguard Mid-Cap Value ETF made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #298 holding.
Patten & Patten first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.