SBI Securities’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

SBI Securities’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	$29.6K	Sell	150 -57	-28%	-$11K	﹤0.01%	1382
2026 Q1	$38.1K	Buy	207 +4	+2%	+$747	﹤0.01%	1205
2025 Q4	$36K	Hold	203	–	–	﹤0.01%	1217
2025 Q3	$35.4K	Sell	203 -8	-4%	-$1.36K	﹤0.01%	1223
2025 Q2	$34.7K	Sell	211 -1	-0.5%	-$158	﹤0.01%	1199
2025 Q1	$34K	Sell	212 -5	-2%	-$817	﹤0.01%	1128
2024 Q4	$35.1K	Buy	+217	New	+$36.6K	﹤0.01%	1105

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

SBI Securities's VOE Position: Q2 2026 in Review

SBI Securities reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 28% in Q2 2026, selling an estimated $11K and leaving 150 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

SBI Securities first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.1K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

SBI Securities held 150 shares of Vanguard Morningstar Mid-Cap Value ETF worth $29.6K as of Q2 2026.
SBI Securities sold 57 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $11K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1382 holding.
SBI Securities first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Vanguard Morningstar Mid-Cap Value ETF position peaked at $38.1K in Q1 2026.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.