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

Perfromance Wealth 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	$203K	Buy	+1,102	New	+$206K	0.01%	209
2025 Q1	–	Sell	-1,831	Closed	-$296K	–	191
2024 Q4	$296K	Hold	1,831	–	–	0.01%	135
2024 Q3	$307K	Buy	+1,831	New	+$291K	0.01%	144

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

Perfromance Wealth Partners's VOE Position: Q1 2026 in Review

Perfromance Wealth Partners opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 1,102 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in VOE as recently as Q4 2024.

Perfromance Wealth Partners first reported a position in VOE in Q3 2024 and has held it in 3 quarters since. The position peaked at $307K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Perfromance Wealth Partners held 1,102 shares of Vanguard Mid-Cap Value ETF worth $203K as of Q1 2026.
Vanguard Mid-Cap Value ETF was a new Perfromance Wealth Partners position in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #209 holding.
Perfromance Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
Perfromance Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $307K in Q3 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.