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

Sierra 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 		$449K Buy
2,272
+110
+5% +$21.3K 0.04% 177
2026
Q1 		$398K Sell
2,162
-11
-0.5% -$2.06K 0.04% 182
2025
Q4 		$385K Buy
2,173
+5
+0.2% +$875 0.04% 168
2025
Q3 		$379K Sell
2,168
-14
-0.6% -$2.38K 0.04% 182
2025
Q2 		$359K Sell
2,182
-27
-1% -$4.28K 0.04% 181
2025
Q1 		$355K Buy
2,209
+3
+0.1% +$490 0.04% 168
2024
Q4 		$357K Buy
2,206
+2
+0.1% +$337 0.04% 165
2024
Q3 		$370K Sell
2,204
-3,037
-58% -$483K 0.04% 169
2024
Q2 		$788K Sell
5,241
-6,254
-54% -$949K 0.11% 128
2024
Q1 		$1.79M Buy
11,495
+112
+1% +$16.4K 0.23% 93
2023
Q4 		$1.65M Sell
11,383
-119
-1% -$16K 0.24% 89
2023
Q3 		$1.51M Sell
11,502
-5,055
-31% -$700K 0.24% 84
2023
Q2 		$2.29M Buy
16,557
+148
+0.9% +$19.7K 0.36% 66
2023
Q1 		$2.2M Buy
16,409
+14,670
+844% +$2.04M 0.36% 65
2022
Q4 		$235K Sell
1,739
-59
-3% -$7.92K 0.04% 168
2022
Q3 		$219K Sell
1,798
-279
-13% -$37.8K 0.04% 168
2022
Q2 		$269K Buy
2,077
+84
+4% +$11.9K 0.05% 170
2022
Q1 		$298K Buy
1,993
+372
+23% +$54.7K 0.05% 171
2021
Q4 		$244K Buy
1,621
+613
+61% +$90K 0.04% 208
2021
Q3 		$141K Hold
1,008
– – 0.02% 235
2021
Q2 		$142K Hold
1,008
– – 0.03% 215
2021
Q1 		$136K Buy
+1,008
New +$129K 0.03% 218

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

Sierra Capital's VOE Position: Q2 2026 in Review

Sierra Capital increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.1% in Q2 2026, buying an estimated $21.3K and bringing the position to 2,272 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #177.

Sierra Capital first reported a position in VOE in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.29M in Q2 2023. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Sierra Capital held 2,272 shares of Vanguard Morningstar Mid-Cap Value ETF worth $449K as of Q2 2026.
  • Sierra Capital bought 110 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $21.3K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Sierra Capital's portfolio in Q2 2026, its #177 holding.
  • Sierra Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Sierra Capital's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.29M in Q2 2023.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.