Pittenger & Anderson Inc’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Pittenger & Anderson Inc’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	$8.34M	Sell	42,199 -200	-0.5%	-$38.7K	0.3%	80
2026 Q1	$7.81M	Hold	42,399	–	–	0.31%	81
2025 Q4	$7.52M	Sell	42,399 -125	-0.3%	-$21.9K	0.29%	80
2025 Q3	$7.42M	Hold	42,524	–	–	0.27%	83
2025 Q2	$6.99M	Hold	42,524	–	–	0.26%	85
2025 Q1	$6.83M	Hold	42,524	–	–	0.25%	82
2024 Q4	$6.88M	Hold	42,524	–	–	0.25%	84
2024 Q3	$7.13M	Hold	42,524	–	–	0.27%	84
2024 Q2	$6.4M	Hold	42,524	–	–	0.26%	89
2024 Q1	$6.63M	Hold	42,524	–	–	0.27%	86
2023 Q4	$6.17M	Sell	42,524 -30	-0.1%	-$4.03K	0.28%	86
2023 Q3	$5.57M	Hold	42,554	–	–	0.28%	88
2023 Q2	$5.89M	Sell	42,554 -178	-0.4%	-$23.7K	0.28%	90
2023 Q1	$5.73M	Hold	42,732	–	–	0.3%	88
2022 Q4	$5.78M	Sell	42,732 -150	-0.3%	-$20.1K	0.32%	88
2022 Q3	$5.22M	Hold	42,882	–	–	0.31%	88
2022 Q2	$5.55M	Hold	42,882	–	–	0.32%	85
2022 Q1	$6.42M	Hold	42,882	–	–	0.31%	88
2021 Q4	$6.45M	Sell	42,882 -6	-0%	-$881	0.3%	89
2021 Q3	$5.99M	Buy	42,888 +31	+0.1%	+$4.4K	0.3%	89
2021 Q2	$6.02M	Buy	42,857 +7,437	+21%	+$1.05M	0.31%	91
2021 Q1	$4.78M	Hold	35,420	–	–	0.26%	97
2020 Q4	$4.21M	Sell	35,420 -70	-0.2%	-$7.84K	0.24%	102
2020 Q3	$3.6M	Hold	35,490	–	–	0.23%	100
2020 Q2	$3.4M	Sell	35,490 -1,158	-3%	-$106K	0.24%	99
2020 Q1	$2.98M	Sell	36,648 -3,952	-10%	-$426K	0.25%	95
2019 Q4	$4.84M	Sell	40,600 -50	-0.1%	-$5.76K	0.32%	82
2019 Q3	$4.59M	Sell	40,650 -853	-2%	-$94.8K	0.33%	81
2019 Q2	$4.62M	Sell	41,503 -946	-2%	-$104K	0.35%	79
2019 Q1	$4.58M	Buy	42,449 +808	+2%	+$84.8K	0.36%	80
2018 Q4	$3.97M	Buy	41,641 +2,978	+8%	+$313K	0.36%	77
2018 Q3	$4.37M	Sell	38,663 -3,282	-8%	-$373K	0.34%	87
2018 Q2	$4.63M	Sell	41,945 -460	-1%	-$50.9K	0.4%	71
2018 Q1	$4.64M	Sell	42,405 -140	-0.3%	-$15.7K	0.41%	70
2017 Q4	$4.75M	Sell	42,545 -41	-0.1%	-$4.44K	0.42%	69
2017 Q3	$4.5M	Buy	42,586 +45	+0.1%	+$4.67K	0.41%	66
2017 Q2	$4.38M	Buy	42,541 +3,179	+8%	+$325K	0.42%	62
2017 Q1	$4.01M	Buy	39,362 +9,851	+33%	+$993K	0.4%	67
2016 Q4	$2.87M	Buy	29,511 +4,119	+16%	+$391K	0.31%	90
2016 Q3	$2.38M	Buy	25,392 +1,047	+4%	+$96.9K	0.26%	99
2016 Q2	$2.17M	Buy	24,345 +489	+2%	+$43K	0.24%	104
2016 Q1	$2.08M	Sell	23,856 -324	-1%	-$26.4K	0.24%	106
2015 Q4	$2.08M	Sell	24,180 -95	-0.4%	-$8.31K	0.26%	101
2015 Q3	$2.02M	Buy	24,275 +460	+2%	+$40.8K	0.27%	100
2015 Q2	$2.16M	Buy	23,815 +3,765	+19%	+$349K	0.28%	101
2015 Q1	$1.84M	Buy	20,050 +8,615	+75%	+$778K	0.24%	105
2014 Q4	$1.02M	Buy	+11,435	New	+$1,000K	0.13%	152

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pittenger & Anderson Inc's VOE Position: Q2 2026 in Review

Pittenger & Anderson Inc reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.47% in Q2 2026, selling an estimated $38.7K and leaving 42,199 shares worth $8.34M. The position accounts for 0.3% of the portfolio, ranked #80.

Pittenger & Anderson Inc first reported a position in VOE in Q4 2014 and has held it in 47 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Pittenger & Anderson Inc held 42,199 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.34M as of Q2 2026.
Pittenger & Anderson Inc sold 200 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $38.7K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.3% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #80 holding.
Pittenger & Anderson Inc first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.