Shepherd Financial Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Shepherd Financial Partners’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	$264K	Buy	1,431 +44	+3%	+$8.22K	0.03%	211
2025 Q4	$246K	Hold	1,387	–	–	0.02%	218
2025 Q3	$242K	Hold	1,387	–	–	0.02%	222
2025 Q2	$228K	Hold	1,387	–	–	0.02%	227
2025 Q1	$223K	Hold	1,387	–	–	0.03%	220
2024 Q4	$224K	Sell	1,387 -10	-0.7%	-$1.69K	0.03%	206
2024 Q3	$234K	Buy	1,397 +10	+0.7%	+$1.59K	0.03%	203
2024 Q2	$209K	Buy	1,387 +66	+5%	+$10K	0.03%	206
2024 Q1	$206K	Sell	1,321 -112	-8%	-$16.4K	0.03%	209
2023 Q4	$208K	Buy	+1,433	New	+$192K	0.03%	202

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

Shepherd Financial Partners's VOE Position: Q1 2026 in Review

Shepherd Financial Partners increased its Vanguard Mid-Cap Value ETF (VOE) stake by 3.2% in Q1 2026, buying an estimated $8.22K and bringing the position to 1,431 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #211.

Shepherd Financial Partners first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Shepherd Financial Partners held 1,431 shares of Vanguard Mid-Cap Value ETF worth $264K as of Q1 2026.
Shepherd Financial Partners bought 44 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $8.22K.
Vanguard Mid-Cap Value ETF made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #211 holding.
Shepherd Financial Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.