QCIG
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Quad-Cities Investment Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Quad-Cities Investment 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
Q2 		$520K Sell
2,633
-8
-0.3% -$1.55K 0.19% 120
2026
Q1 		$487K Sell
2,641
-60
-2% -$11.2K 0.19% 116
2025
Q4 		$479K Sell
2,701
-52
-2% -$9.1K 0.2% 110
2025
Q3 		$481K Buy
2,753
+3
+0.1% +$510 0.2% 102
2025
Q2 		$452K Buy
2,750
+149
+6% +$23.6K 0.21% 104
2025
Q1 		$418K Buy
2,601
+46
+2% +$7.52K 0.21% 105
2024
Q4 		$413K Sell
2,555
-2
-0.1% -$337 0.2% 103
2024
Q3 		$429K Sell
2,557
-40
-2% -$6.36K 0.22% 101
2024
Q2 		$391K Sell
2,597
-29
-1% -$4.4K 0.22% 100
2024
Q1 		$409K Sell
2,626
-127
-5% -$18.6K 0.24% 101
2023
Q4 		$399K Buy
2,753
+64
+2% +$8.6K 0.25% 100
2023
Q3 		$352K Sell
2,689
-77
-3% -$10.7K 0.24% 109
2023
Q2 		$383K Sell
2,766
-44
-2% -$5.87K 0.25% 98
2023
Q1 		$377K Buy
2,810
+92
+3% +$12.8K 0.26% 98
2022
Q4 		$368K Buy
2,718
+682
+33% +$91.5K 0.27% 92
2022
Q3 		$248K Buy
2,036
+144
+8% +$19.5K 0.19% 128
2022
Q2 		$245K Sell
1,892
-6
-0.3% -$849 0.18% 132
2022
Q1 		$284K Buy
1,898
+12
+0.6% +$1.76K 0.18% 132
2021
Q4 		$283K Buy
1,886
+19
+1% +$2.79K 0.18% 129
2021
Q3 		$261K Buy
+1,867
New +$265K 0.18% 133

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Quad-Cities Investment Group's VOE Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.3% in Q2 2026, selling an estimated $1.55K and leaving 2,633 shares worth $520K. The position accounts for 0.19% of the portfolio, ranked #120.

Quad-Cities Investment Group first reported a position in VOE in Q3 2021 and has held it in 20 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Quad-Cities Investment Group held 2,633 shares of Vanguard Morningstar Mid-Cap Value ETF worth $520K as of Q2 2026.
  • Quad-Cities Investment Group sold 8 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.55K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.19% of Quad-Cities Investment Group's portfolio in Q2 2026, its #120 holding.
  • Quad-Cities Investment Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.