rebel Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

rebel Financial’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	$2.95M	Sell	16,027 -584	-4%	-$109K	1.28%	33
2025 Q4	$2.95M	Buy	+16,611	New	+$2.91M	1.26%	33
2025 Q3	–	Sell	-16,963	Closed	-$2.89M	–	34
2025 Q2	$2.8M	Buy	+16,963	New	+$2.69M	1.28%	34

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

rebel Financial's VOE Position: Q1 2026 in Review

rebel Financial reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.5% in Q1 2026, selling an estimated $109K and leaving 16,027 shares worth $2.95M. The position accounts for 1.28% of the portfolio, ranked #33.

rebel Financial first reported a position in VOE in Q2 2025 and has held it in 3 quarters since. 1,225 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

rebel Financial held 16,027 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.95M as of Q1 2026.
rebel Financial sold 584 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $109K.
Vanguard Morningstar Mid-Cap Value ETF made up 1.28% of rebel Financial's portfolio in Q1 2026, its #33 holding.
rebel Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.