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Roundview Capital’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Roundview Capital’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 		$304K Buy
1,648
+236
+17% +$44.1K 0.02% 300
2025
Q4 		$250K Hold
1,412
– – 0.02% 305
2025
Q3 		$247K Hold
1,412
– – 0.02% 309
2025
Q2 		$232K Sell
1,412
-136
-9% -$21.5K 0.02% 306
2025
Q1 		$249K Hold
1,548
– – 0.02% 291
2024
Q4 		$250K Buy
1,548
+250
+19% +$42.2K 0.02% 310
2024
Q3 		$218K Buy
+1,298
New +$206K 0.02% 325

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

Roundview Capital's VOE Position: Q1 2026 in Review

Roundview Capital increased its Vanguard Mid-Cap Value ETF (VOE) stake by 17% in Q1 2026, buying an estimated $44.1K and bringing the position to 1,648 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #300.

Roundview Capital first reported a position in VOE in Q3 2024 and has held it in 7 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Roundview Capital held 1,648 shares of Vanguard Mid-Cap Value ETF worth $304K as of Q1 2026.
  • Roundview Capital bought 236 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $44.1K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Roundview Capital's portfolio in Q1 2026, its #300 holding.
  • Roundview Capital first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.