Sage Rhino Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sage Rhino 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 Q2	$410K	Buy	2,077 +1	+0%	+$193	0.07%	169
2026 Q1	$383K	Buy	2,076 +96	+5%	+$17.9K	0.07%	167
2025 Q4	$351K	Buy	1,980 +91	+5%	+$15.9K	0.07%	175
2025 Q3	$330K	Buy	1,889 +11	+0.6%	+$1.87K	0.06%	178
2025 Q2	$309K	Hold	1,878	–	–	0.07%	169
2025 Q1	$302K	Buy	1,878 +29	+2%	+$4.74K	0.07%	168
2024 Q4	$299K	Buy	1,849 +189	+11%	+$31.9K	0.07%	169
2024 Q3	$278K	Buy	1,660 +201	+14%	+$32K	0.06%	190
2024 Q2	$220K	Buy	1,459 +130	+10%	+$19.7K	0.05%	206
2024 Q1	$207K	Buy	+1,329	New	+$195K	0.05%	206
2023 Q4	–	Sell	-2,035	Closed	-$267K	–	248
2023 Q3	$267K	Buy	2,035 +13	+0.6%	+$1.8K	0.07%	167
2023 Q2	$280K	Buy	+2,022	New	+$270K	0.08%	169
2022 Q2	–	Sell	-3,341	Closed	-$500K	–	223
2022 Q1	$500K	Hold	3,341	–	–	0.15%	120
2021 Q4	$502K	Buy	+3,341	New	+$491K	0.14%	123

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

Sage Rhino Capital's VOE Position: Q2 2026 in Review

Sage Rhino Capital increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.05% in Q2 2026, buying an estimated $193 and bringing the position to 2,077 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #169.

Sage Rhino Capital first reported a position in VOE in Q4 2021 and has held it in 14 quarters since. The position peaked at $502K in Q4 2021. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Sage Rhino Capital held 2,077 shares of Vanguard Morningstar Mid-Cap Value ETF worth $410K as of Q2 2026.
Sage Rhino Capital bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Sage Rhino Capital's portfolio in Q2 2026, its #169 holding.
Sage Rhino Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 14 quarters since.
Sage Rhino Capital's Vanguard Morningstar Mid-Cap Value ETF position peaked at $502K in Q4 2021.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.