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Prime Capital Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Prime Capital Investment Advisors’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 		$1.01M Sell
5,118
-12
-0.2% -$2.32K 0.01% 523
2026
Q1 		$945K Buy
5,130
+256
+5% +$47.8K 0.01% 517
2025
Q4 		$864K Sell
4,874
-5,217
-52% -$913K 0.01% 519
2025
Q3 		$1.76M Sell
10,091
-607
-6% -$103K 0.02% 362
2025
Q2 		$1.76M Sell
10,698
-3,589
-25% -$568K 0.02% 347
2025
Q1 		$2.29M Buy
14,287
+1,540
+12% +$252K 0.03% 338
2024
Q4 		$2.06M Sell
12,747
-523
-4% -$88.2K 0.03% 294
2024
Q3 		$2.22M Buy
13,270
+171
+1% +$27.2K 0.03% 297
2024
Q2 		$1.97M Sell
13,099
-1,299
-9% -$197K 0.03% 317
2024
Q1 		$2.24M Buy
14,398
+534
+4% +$78.4K 0.03% 326
2023
Q4 		$2.01M Buy
13,864
+494
+4% +$66.3K 0.03% 323
2023
Q3 		$1.75M Buy
13,370
+81
+0.6% +$11.2K 0.04% 265
2023
Q2 		$1.84M Buy
13,289
+5,552
+72% +$740K 0.04% 267
2023
Q1 		$1.04M Sell
7,737
-481
-6% -$66.7K 0.04% 242
2022
Q4 		$1.11M Sell
8,218
-2
-0% -$268 0.04% 232
2022
Q3 		$1M Sell
8,220
-2,095
-20% -$284K 0.06% 173
2022
Q2 		$1.34M Buy
10,315
+1,852
+22% +$262K 0.08% 159
2022
Q1 		$1.27M Hold
8,463
– – 0.07% 155
2021
Q4 		$1.27M Buy
8,463
+5,190
+159% +$762K 0.07% 159
2021
Q3 		$457K Sell
3,273
-1,595
-33% -$227K 0.03% 225
2021
Q2 		$684K Buy
4,868
+1,277
+36% +$180K 0.04% 218
2021
Q1 		$484K Sell
3,591
-83
-2% -$10.6K 0.04% 193
2020
Q4 		$437K Sell
3,674
-82
-2% -$9.19K 0.03% 187
2020
Q3 		$381K Buy
3,756
+2,282
+155% +$231K 0.03% 206
2020
Q2 		$141K Buy
1,474
+204
+16% +$18.7K 0.01% 250
2020
Q1 		$103K Sell
1,270
-195
-13% -$21K 0.01% 233
2019
Q4 		$175K Buy
1,465
+16
+1% +$1.84K 0.02% 199
2019
Q3 		$164K Buy
1,449
+793
+121% +$88.1K 0.03% 211
2019
Q2 		$73K Buy
+656
New +$71.8K 0.01% 221
2019
Q1 		– Sell
-717
Closed -$68K – 467
2018
Q4 		$68K Buy
+717
New +$75.3K 0.02% 146

Other funds holding VOE

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Prime Capital Investment Advisors's VOE Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.23% in Q2 2026, selling an estimated $2.32K and leaving 5,118 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #523.

Prime Capital Investment Advisors first reported a position in VOE in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.29M in Q1 2025. 1,076 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Prime Capital Investment Advisors held 5,118 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.01M as of Q2 2026.
  • Prime Capital Investment Advisors sold 12 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.32K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #523 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Prime Capital Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.29M in Q1 2025.
  • 1,076 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.