Peachtree Investment Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Peachtree Investment 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	$68.3K	Buy	371 +1	+0.3%	+$187	0.03%	102
2025 Q4	$65.6K	Sell	370 -53	-13%	-$9.28K	0.02%	101
2025 Q3	$73.9K	Buy	423 +1	+0.2%	+$170	0.03%	101
2025 Q2	$69.4K	Hold	422	–	–	0.03%	100
2025 Q1	$67.7K	Buy	422 +180	+74%	+$29.4K	0.03%	97
2024 Q4	$39.2K	Hold	242	–	–	0.01%	88
2024 Q3	$40.6K	Buy	242 +44	+22%	+$7K	0.02%	93
2024 Q2	$29.8K	Hold	198	–	–	0.01%	84
2024 Q1	$30.8K	Hold	198	–	–	0.01%	82
2023 Q4	$28.7K	Hold	198	–	–	0.01%	92
2023 Q3	$25.9K	Hold	198	–	–	0.01%	89
2023 Q2	$27.4K	Hold	198	–	–	0.01%	95
2023 Q1	$26.5K	Hold	198	–	–	0.02%	84
2022 Q4	$26.8K	Hold	198	–	–	0.02%	87
2022 Q3	$24K	Hold	198	–	–	0.02%	83
2022 Q2	$26K	Hold	198	–	–	0.02%	86
2022 Q1	$30K	Hold	198	–	–	0.01%	92
2021 Q4	$30K	Hold	198	–	–	0.01%	94
2021 Q3	$28K	Hold	198	–	–	0.01%	83
2021 Q2	$28K	Hold	198	–	–	0.01%	86
2021 Q1	$27K	Buy	+198	New	+$25.4K	0.02%	84

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Peachtree Investment Partners's VOE Position: Q1 2026 in Review

Peachtree Investment Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.27% in Q1 2026, buying an estimated $187 and bringing the position to 371 shares worth $68.3K. The position accounts for 0.03% of the portfolio, ranked #102.

Peachtree Investment Partners first reported a position in VOE in Q1 2021 and has held it in 21 quarters since. The position peaked at $73.9K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Peachtree Investment Partners held 371 shares of Vanguard Morningstar Mid-Cap Value ETF worth $68.3K as of Q1 2026.
Peachtree Investment Partners bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q1 2026, an estimated $187.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Peachtree Investment Partners's portfolio in Q1 2026, its #102 holding.
Peachtree Investment Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
Peachtree Investment Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $73.9K in Q3 2025.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.