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RMR Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

RMR Capital 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
Q2 		$2.56M Buy
12,967
+169
+1% +$32.7K 1.76% 14
2026
Q1 		$2.36M Buy
12,798
+1,365
+12% +$255K 1.7% 16
2025
Q4 		$2.03M Sell
11,433
-687
-6% -$120K 1.46% 21
2025
Q3 		$2.12M Buy
12,120
+762
+7% +$130K 1.48% 21
2025
Q2 		$1.87M Sell
11,358
-3,669
-24% -$581K 1.34% 21
2025
Q1 		$2.41M Sell
15,027
-466
-3% -$76.2K 1.71% 14
2024
Q4 		$2.51M Sell
15,493
-106
-0.7% -$17.9K 1.85% 13
2024
Q3 		$2.62M Buy
15,599
+246
+2% +$39.1K 2.15% 11
2024
Q2 		$2.31M Sell
15,353
-148
-1% -$22.5K 2.11% 10
2024
Q1 		$2.42M Sell
15,501
-732
-5% -$107K 2.21% 11
2023
Q4 		$2.35M Buy
+16,233
New +$2.18M 2.68% 9

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RMR Capital Management's VOE Position: Q2 2026 in Review

RMR Capital Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.3% in Q2 2026, buying an estimated $32.7K and bringing the position to 12,967 shares worth $2.56M. The position accounts for 1.76% of the portfolio, ranked #14.

RMR Capital Management first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q3 2024. 772 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • RMR Capital Management held 12,967 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.56M as of Q2 2026.
  • RMR Capital Management bought 169 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.76% of RMR Capital Management's portfolio in Q2 2026, its #14 holding.
  • RMR Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • RMR Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.62M in Q3 2024.
  • 772 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.