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Savvy Advisors Inc’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Savvy Advisors Inc’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 		$1.85M Buy
10,039
+3,490
+53% +$652K 0.05% 281
2025
Q4 		$1.16M Buy
6,549
+440
+7% +$77K 0.04% 336
2025
Q3 		$1.07M Buy
6,109
+547
+10% +$93.1K 0.05% 260
2025
Q2 		$915K Buy
5,562
+2,011
+57% +$318K 0.06% 230
2025
Q1 		$570K Buy
3,551
+806
+29% +$132K 0.06% 267
2024
Q4 		$444K Buy
+2,745
New +$463K 0.05% 259

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

Savvy Advisors Inc's VOE Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Mid-Cap Value ETF (VOE) stake by 53% in Q1 2026, buying an estimated $652K and bringing the position to 10,039 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #281.

Savvy Advisors Inc first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Savvy Advisors Inc held 10,039 shares of Vanguard Mid-Cap Value ETF worth $1.85M as of Q1 2026.
  • Savvy Advisors Inc bought 3,490 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $652K.
  • Vanguard Mid-Cap Value ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #281 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.