Schwallier Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Schwallier Wealth Management’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	$870K	Sell	4,721 -17	-0.4%	-$3.18K	0.64%	22
2025 Q4	$876K	Sell	4,738 -2,060	-30%	-$361K	0.56%	17
2025 Q3	$1.19M	Sell	6,798 -530	-7%	-$90.2K	0.74%	15
2025 Q2	$1.21M	Buy	7,328 +906	+14%	+$143K	0.74%	15
2025 Q1	$1.03M	Sell	6,422 -158	-2%	-$25.8K	0.76%	17
2024 Q4	$1.06M	Sell	6,580 -559	-8%	-$94.3K	0.81%	15
2024 Q3	$1.2M	Buy	7,139 +441	+7%	+$70.1K	0.86%	14
2024 Q2	$1.01M	Sell	6,698 -564	-8%	-$85.6K	0.82%	14
2024 Q1	$1.13M	Sell	7,262 -2,703	-27%	-$397K	0.91%	15
2023 Q4	$1.44M	Buy	+9,965	New	+$1.34M	1.2%	13

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schwallier Wealth Management's VOE Position: Q1 2026 in Review

Schwallier Wealth Management reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.36% in Q1 2026, selling an estimated $3.18K and leaving 4,721 shares worth $870K. The position accounts for 0.64% of the portfolio, ranked #22.

Schwallier Wealth Management first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2023. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Schwallier Wealth Management held 4,721 shares of Vanguard Mid-Cap Value ETF worth $870K as of Q1 2026.
Schwallier Wealth Management sold 17 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $3.18K.
Vanguard Mid-Cap Value ETF made up 0.64% of Schwallier Wealth Management's portfolio in Q1 2026, its #22 holding.
Schwallier Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Schwallier Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $1.44M in Q4 2023.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.