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QTR Family Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

QTR Family Wealth’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 		$556K Sell
2,915
-18
-0.6% -$3.36K 0.23% 105
2025
Q4 		$562K Sell
2,933
-86
-3% -$15.1K 0.25% 93
2025
Q3 		$527K Sell
3,019
-314
-9% -$53.4K 0.25% 85
2025
Q2 		$548K Buy
3,333
+5
+0.2% +$792 0.34% 71
2025
Q1 		$534K Buy
+3,328
New +$544K 0.4% 62

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

QTR Family Wealth's VOE Position: Q1 2026 in Review

QTR Family Wealth reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.61% in Q1 2026, selling an estimated $3.36K and leaving 2,915 shares worth $556K. The position accounts for 0.23% of the portfolio, ranked #105.

QTR Family Wealth first reported a position in VOE in Q1 2025 and has held it in 5 quarters since. The position peaked at $562K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • QTR Family Wealth held 2,915 shares of Vanguard Mid-Cap Value ETF worth $556K as of Q1 2026.
  • QTR Family Wealth sold 18 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $3.36K.
  • Vanguard Mid-Cap Value ETF made up 0.23% of QTR Family Wealth's portfolio in Q1 2026, its #105 holding.
  • QTR Family Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's Vanguard Mid-Cap Value ETF position peaked at $562K in Q4 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.