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Pine Valley Investments’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Pine Valley Investments’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 		$317K Buy
1,603
+24
+2% +$4.64K 0.01% 489
2026
Q1 		$291K Buy
1,579
+2
+0.1% +$374 0.01% 467
2025
Q4 		$280K Sell
1,577
-13
-0.8% -$2.27K 0.01% 460
2025
Q3 		$278K Buy
1,590
+3
+0.2% +$510 0.01% 454
2025
Q2 		$262K Hold
1,587
– – 0.01% 458
2025
Q1 		$255K Buy
1,587
+2
+0.1% +$327 0.02% 452
2024
Q4 		$256K Buy
+1,585
New +$267K 0.02% 444

Other funds holding VOE

AssetMark Inc
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pine Valley Investments's VOE Position: Q2 2026 in Review

Pine Valley Investments increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.5% in Q2 2026, buying an estimated $4.64K and bringing the position to 1,603 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #489.

Pine Valley Investments first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Pine Valley Investments held 1,603 shares of Vanguard Morningstar Mid-Cap Value ETF worth $317K as of Q2 2026.
  • Pine Valley Investments bought 24 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $4.64K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #489 holding.
  • Pine Valley Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 748 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.