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Salem Investment Counselors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Salem Investment Counselors’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 		$60.2K Buy
305
+1
+0.3% +$193 ﹤0.01% 578
2026
Q1 		$56K Buy
+304
New +$56.8K ﹤0.01% 573
2025
Q4 		– Sell
-458
Closed -$80K – 1124
2025
Q3 		$80K Hold
458
– – ﹤0.01% 509
2025
Q2 		$75.4K Sell
458
-1,589
-78% -$252K ﹤0.01% 505
2025
Q1 		$329K Hold
2,047
– – 0.01% 305
2024
Q4 		$331K Hold
2,047
– – 0.01% 304
2024
Q3 		$343K Sell
2,047
-200
-9% -$31.8K 0.01% 304
2024
Q2 		$340K Buy
2,247
+2
+0.1% +$303 0.01% 294
2024
Q1 		$350K Sell
2,245
-128
-5% -$18.8K 0.01% 298
2023
Q4 		$344K Sell
2,373
-780
-25% -$105K 0.01% 290
2023
Q3 		$413K Buy
3,153
+42
+1% +$5.82K 0.02% 262
2023
Q2 		$431K Buy
3,111
+30
+1% +$4K 0.02% 257
2023
Q1 		$413K Sell
3,081
-84
-3% -$11.7K 0.02% 260
2022
Q4 		$428K Buy
3,165
+215
+7% +$28.8K 0.02% 255
2022
Q3 		$359K Buy
2,950
+1,862
+171% +$252K 0.02% 259
2022
Q2 		$141K Buy
1,088
+533
+96% +$75.4K 0.01% 378
2022
Q1 		$83K Hold
555
– – ﹤0.01% 440
2021
Q4 		$83K Buy
555
+400
+258% +$58.7K ﹤0.01% 480
2021
Q3 		$22K Hold
155
– – ﹤0.01% 633
2021
Q2 		$22K Hold
155
– – ﹤0.01% 608
2021
Q1 		$21K Hold
155
– – ﹤0.01% 593
2020
Q4 		$18K Hold
155
– – ﹤0.01% 594
2020
Q3 		$16K Hold
155
– – ﹤0.01% 524
2020
Q2 		$15K Hold
155
– – ﹤0.01% 529
2020
Q1 		$13K Hold
155
– – ﹤0.01% 501
2019
Q4 		$18K Hold
155
– – ﹤0.01% 504
2019
Q3 		$18K Hold
155
– – ﹤0.01% 475
2019
Q2 		$17K Buy
+155
New +$17K ﹤0.01% 511

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Salem Investment Counselors's VOE Position: Q2 2026 in Review

Salem Investment Counselors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.33% in Q2 2026, buying an estimated $193 and bringing the position to 305 shares worth $60.2K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Salem Investment Counselors first reported a position in VOE in Q2 2019 and has held it in 28 quarters since. The position peaked at $431K in Q2 2023. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Salem Investment Counselors held 305 shares of Vanguard Morningstar Mid-Cap Value ETF worth $60.2K as of Q2 2026.
  • Salem Investment Counselors bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #578 holding.
  • Salem Investment Counselors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Salem Investment Counselors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $431K in Q2 2023.
  • 1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.