RoundAngle Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

RoundAngle Advisors’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	$3.9M	Buy	21,162 +318	+2%	+$59.4K	2.91%	10
2025 Q4	$3.7M	Buy	20,844 +2,333	+13%	+$408K	2.69%	11
2025 Q3	$3.23M	Sell	18,511 -8,555	-32%	-$1.46M	2.5%	13
2025 Q2	$4.45M	Sell	27,066 -494	-2%	-$78.2K	3.72%	6
2025 Q1	$4.42M	Buy	27,560 +5,816	+27%	+$951K	4.06%	6
2024 Q4	$3.52M	Buy	+21,744	New	+$3.67M	3.35%	8

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RoundAngle Advisors's VOE Position: Q1 2026 in Review

RoundAngle Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.5% in Q1 2026, buying an estimated $59.4K and bringing the position to 21,162 shares worth $3.9M. The position accounts for 2.91% of the portfolio, ranked #10.

RoundAngle Advisors first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.45M in Q2 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

RoundAngle Advisors held 21,162 shares of Vanguard Mid-Cap Value ETF worth $3.9M as of Q1 2026.
RoundAngle Advisors bought 318 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $59.4K.
Vanguard Mid-Cap Value ETF made up 2.91% of RoundAngle Advisors's portfolio in Q1 2026, its #10 holding.
RoundAngle Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
RoundAngle Advisors's Vanguard Mid-Cap Value ETF position peaked at $4.45M in Q2 2025.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.