Private Wealth Management Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Private Wealth Management Group’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	$151K	Hold	820	–	–	0.04%	102
2025 Q4	$146K	Hold	820	–	–	0.04%	99
2025 Q3	$143K	Hold	820	–	–	0.04%	106
2025 Q2	$135K	Hold	820	–	–	0.04%	104
2025 Q1	$132K	Hold	820	–	–	0.05%	99
2024 Q4	$133K	Hold	820	–	–	0.05%	98
2024 Q3	$138K	Hold	820	–	–	0.05%	87
2024 Q2	$123K	Sell	820 -36	-4%	-$5.46K	0.05%	93
2024 Q1	$133K	Sell	856 -25	-3%	-$3.67K	0.06%	83
2023 Q4	$128K	Buy	+881	New	+$118K	0.06%	86

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

Private Wealth Management Group's VOE Position: Q1 2026 in Review

Private Wealth Management Group held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 820 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #102.

Private Wealth Management Group first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Private Wealth Management Group held 820 shares of Vanguard Mid-Cap Value ETF worth $151K as of Q1 2026.
Private Wealth Management Group left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.04% of Private Wealth Management Group's portfolio in Q1 2026, its #102 holding.
Private Wealth Management Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.