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

Sapient 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
Q3 		$476K Buy
2,436
+50
+2% +$10.2K 0.01% 265
2026
Q2 		$471K Buy
2,386
+156
+7% +$30.2K 0.01% 272
2026
Q1 		$411K Buy
2,230
+204
+10% +$38.1K 0.01% 299
2025
Q4 		$362K Buy
2,026
+544
+37% +$95.2K 0.01% 313
2025
Q3 		$259K Buy
1,482
+40
+3% +$6.81K ﹤0.01% 337
2025
Q2 		$238K Buy
1,442
+35
+2% +$5.54K ﹤0.01% 339
2025
Q1 		$226K Buy
+1,407
New +$230K ﹤0.01% 340

Other funds holding VOE

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Sapient Capital's VOE Position: Q3 2026 in Review

Sapient Capital increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.1% in Q3 2026, buying an estimated $10.2K and bringing the position to 2,436 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #265.

Sapient Capital first reported a position in VOE in Q1 2025 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Sapient Capital held 2,436 shares of Vanguard Morningstar Mid-Cap Value ETF worth $476K as of Q3 2026.
  • Sapient Capital bought 50 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $10.2K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #265 holding.
  • Sapient Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.