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

Quaker Wealth Management’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 		$279K Buy
1,513
+1
+0.1% +$187 0.09% 53
2025
Q4 		$268K Buy
1,512
+9
+0.6% +$1.57K 0.09% 52
2025
Q3 		$262K Buy
1,503
+1
+0.1% +$170 0.09% 55
2025
Q2 		$247K Buy
+1,502
New +$238K 0.08% 56
2024
Q3 		$251K Buy
+1,499
New +$238K 0.09% 50
2024
Q1 		$233K Buy
1,497
+1
+0.1% +$147 0.09% 51
2023
Q4 		$217K Sell
1,496
-39
-3% -$5.24K 0.1% 50
2023
Q3 		$201K Buy
1,535
+41
+3% +$5.68K 0.1% 46
2023
Q2 		$207K Sell
1,494
-141
-9% -$18.8K 0.09% 47
2023
Q1 		$219K Sell
1,635
-212
-11% -$29.4K 0.1% 43
2022
Q4 		$250K Sell
1,847
-17
-0.9% -$2.28K 0.13% 32
2022
Q3 		$227K Sell
1,864
-186
-9% -$25.2K 0.12% 35
2022
Q2 		$265K Buy
2,050
+3
+0.1% +$424 0.13% 33
2022
Q1 		$306K Buy
2,047
+2
+0.1% +$294 0.13% 34
2021
Q4 		$307K Buy
+2,045
New +$300K 0.13% 36
2021
Q1 		$298K Sell
2,213
-531
-19% -$68K 0.14% 40
2020
Q4 		$326K Sell
2,744
-374
-12% -$41.9K 0.17% 35
2020
Q3 		$316K Sell
3,118
-8,310
-73% -$842K 0.17% 36
2020
Q2 		$1.09M Sell
11,428
-9,423
-45% -$864K 0.65% 22
2020
Q1 		$1.7M Buy
20,851
+8,740
+72% +$941K 1.2% 16
2019
Q4 		$1.44M Buy
+12,111
New +$1.4M 0.86% 19

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

Quaker Wealth Management's VOE Position: Q1 2026 in Review

Quaker Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.07% in Q1 2026, buying an estimated $187 and bringing the position to 1,513 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #53.

Quaker Wealth Management first reported a position in VOE in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.7M in Q1 2020. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Quaker Wealth Management held 1,513 shares of Vanguard Mid-Cap Value ETF worth $279K as of Q1 2026.
  • Quaker Wealth Management bought 1 Vanguard Mid-Cap Value ETF share in Q1 2026, an estimated $187.
  • Vanguard Mid-Cap Value ETF made up 0.09% of Quaker Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Quaker Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 21 quarters since.
  • Quaker Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $1.7M in Q1 2020.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.