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

Rossby 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 		$175K Buy
947
+417
+79% +$77.9K 0.04% 405
2025
Q4 		$94K Buy
530
+45
+9% +$7.88K 0.03% 417
2025
Q3 		$84.5K Buy
485
+20
+4% +$3.4K 0.03% 433
2025
Q2 		$76.5K Sell
465
-3
-0.6% -$475 0.03% 414
2025
Q1 		$72.3K Sell
468
-1,637
-78% -$268K 0.03% 402
2024
Q4 		$341K Buy
+2,105
New +$355K 0.21% 122

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

Rossby Financial's VOE Position: Q1 2026 in Review

Rossby Financial increased its Vanguard Mid-Cap Value ETF (VOE) stake by 79% in Q1 2026, buying an estimated $77.9K and bringing the position to 947 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #405.

Rossby Financial first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $341K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Rossby Financial held 947 shares of Vanguard Mid-Cap Value ETF worth $175K as of Q1 2026.
  • Rossby Financial bought 417 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $77.9K.
  • Vanguard Mid-Cap Value ETF made up 0.04% of Rossby Financial's portfolio in Q1 2026, its #405 holding.
  • Rossby Financial first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Vanguard Mid-Cap Value ETF position peaked at $341K in Q4 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.