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

Savant 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 		$17.5M Buy
87,703
+65,504
+295% +$12.7M 0.05% 208
2026
Q1 		$4.09M Sell
22,199
-691
-3% -$129K 0.02% 297
2025
Q4 		$4.06M Sell
22,890
-60
-0.3% -$10.5K 0.02% 275
2025
Q3 		$4.01M Buy
22,950
+888
+4% +$151K 0.02% 267
2025
Q2 		$3.63M Buy
22,062
+1,696
+8% +$269K 0.03% 257
2025
Q1 		$3.27M Sell
20,366
-3,333
-14% -$545K 0.03% 243
2024
Q4 		$3.83M Sell
23,699
-4,025
-15% -$679K 0.03% 281
2024
Q3 		$4.65M Buy
27,724
+5,408
+24% +$860K 0.04% 237
2024
Q2 		$3.36M Buy
22,316
+6,752
+43% +$1.02M 0.03% 259
2024
Q1 		$2.43M Buy
15,564
+498
+3% +$73.1K 0.03% 313
2023
Q4 		$2.18M Sell
15,066
-1,352
-8% -$182K 0.03% 274
2023
Q3 		$2.15M Buy
16,418
+8,548
+109% +$1.18M 0.03% 250
2023
Q2 		$1.09M Buy
7,870
+2,177
+38% +$290K 0.02% 364
2023
Q1 		$763K Sell
5,693
-390
-6% -$54.1K 0.01% 380
2022
Q4 		$821K Buy
+6,083
New +$816K 0.02% 291

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

Savant Capital's VOE Position: Q2 2026 in Review

Savant Capital increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 295% in Q2 2026, buying an estimated $12.7M and bringing the position to 87,703 shares worth $17.5M. The position accounts for 0.05% of the portfolio, ranked #208.

Savant Capital first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Savant Capital held 87,703 shares of Vanguard Morningstar Mid-Cap Value ETF worth $17.5M as of Q2 2026.
  • Savant Capital bought 65,504 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $12.7M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Savant Capital's portfolio in Q2 2026, its #208 holding.
  • Savant Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.