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

Rialto 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 		$210K Sell
1,139
-1,926
-63% -$360K 0.05% 157
2025
Q4 		$544K Sell
3,065
-23
-0.7% -$4.03K 0.13% 97
2025
Q3 		$539K Sell
3,088
-198
-6% -$33.7K 0.14% 91
2025
Q2 		$540K Sell
3,286
-29
-0.9% -$4.59K 0.15% 95
2025
Q1 		$532K Sell
3,315
-340
-9% -$55.6K 0.17% 92
2024
Q4 		$591K Buy
+3,655
New +$617K 0.2% 80

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

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

Rialto Wealth Management reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 63% in Q1 2026, selling an estimated $360K and leaving 1,139 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #157.

Rialto Wealth Management first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $591K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Rialto Wealth Management held 1,139 shares of Vanguard Mid-Cap Value ETF worth $210K as of Q1 2026.
  • Rialto Wealth Management sold 1,926 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $360K.
  • Vanguard Mid-Cap Value ETF made up 0.05% of Rialto Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Rialto Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $591K in Q4 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.