Rockland Trust’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Rockland Trust’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	$207K	Buy	+1,048	New	+$203K	0.01%	310
2023 Q1	–	Sell	-1,560	Closed	-$211K	–	308
2022 Q4	$211K	Buy	+1,560	New	+$209K	0.01%	287
2022 Q3	–	Sell	-1,641	Closed	-$213K	–	303
2022 Q2	$213K	Buy	+1,641	New	+$232K	0.01%	276

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rockland Trust's VOE Position: Q2 2026 in Review

Rockland Trust opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,048 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Rockland Trust previously reported a position in VOE as recently as Q4 2022.

Rockland Trust first reported a position in VOE in Q2 2022 and has held it in 3 quarters since. The position peaked at $213K in Q2 2022. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Rockland Trust held 1,048 shares of Vanguard Morningstar Mid-Cap Value ETF worth $207K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Rockland Trust position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #310 holding.
Rockland Trust first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2022 and has held it in 3 quarters since.
Rockland Trust's Vanguard Morningstar Mid-Cap Value ETF position peaked at $213K in Q2 2022.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.