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Signature Estate & Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Signature Estate & Investment Advisors’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 		$3.97M Buy
20,094
+7,962
+66% +$1.54M 0.07% 120
2026
Q1 		$2.24M Sell
12,132
-3,036
-20% -$567K 0.05% 157
2025
Q4 		$2.69M Sell
15,168
-216
-1% -$37.8K 0.05% 143
2025
Q3 		$2.69M Sell
15,384
-10
-0.1% -$1.7K 0.06% 143
2025
Q2 		$2.53M Sell
15,394
-1,628
-10% -$258K 0.06% 137
2025
Q1 		$2.73M Buy
17,022
+3,234
+23% +$529K 0.07% 118
2024
Q4 		$2.23M Buy
13,788
+2,195
+19% +$370K 0.06% 123
2024
Q3 		$1.94M Sell
11,593
-2,175
-16% -$346K 0.04% 132
2024
Q2 		$2.07M Buy
13,768
+5,740
+71% +$871K 0.05% 129
2024
Q1 		$1.25M Buy
8,028
+87
+1% +$12.8K 0.04% 84
2023
Q4 		$1.15M Sell
7,941
-215
-3% -$28.9K 0.03% 95
2023
Q3 		$1.07M Sell
8,156
-86
-1% -$11.9K 0.04% 92
2023
Q2 		$1.14M Buy
8,242
+184
+2% +$24.5K 0.04% 92
2023
Q1 		$1.08M Sell
8,058
-655
-8% -$90.9K 0.04% 91
2022
Q4 		$1.18M Sell
8,713
-245
-3% -$32.9K 0.04% 94
2022
Q3 		$1.09M Sell
8,958
-149
-2% -$20.2K 0.05% 92
2022
Q2 		$1.18M Sell
9,107
-243
-3% -$34.4K 0.06% 84
2022
Q1 		$1.4M Sell
9,350
-862
-8% -$127K 0.06% 81
2021
Q4 		$1.53M Buy
10,212
+87
+0.9% +$12.8K 0.07% 78
2021
Q3 		$1.41M Sell
10,125
-97
-0.9% -$13.8K 0.07% 77
2021
Q2 		$1.44M Sell
10,222
-1,790
-15% -$253K 0.06% 77
2021
Q1 		$1.62M Sell
12,012
-563
-4% -$72.1K 0.08% 79
2020
Q4 		$1.5M Sell
12,575
-429
-3% -$48.1K 0.08% 81
2020
Q3 		$1.32M Buy
13,004
+226
+2% +$22.9K 0.08% 77
2020
Q2 		$1.22M Sell
12,778
-1,987
-13% -$182K 0.09% 78
2020
Q1 		$1.2M Sell
14,765
-3,178
-18% -$342K 0.1% 76
2019
Q4 		$2.14M Sell
17,943
-1,109
-6% -$128K 0.13% 70
2019
Q3 		$2.15M Sell
19,052
-23
-0.1% -$2.56K 0.14% 68
2019
Q2 		$2.12M Buy
19,075
+1,689
+10% +$185K 0.14% 68
2019
Q1 		$1.88M Sell
17,386
-3,102
-15% -$326K 0.13% 72
2018
Q4 		$1.95M Sell
20,488
-808
-4% -$84.8K 0.17% 66
2018
Q3 		$2.41M Sell
21,296
-846
-4% -$96.1K 0.22% 57
2018
Q2 		$2.45M Sell
22,142
-508
-2% -$56.3K 0.23% 59
2018
Q1 		$2.48M Sell
22,650
-4,072
-15% -$458K 0.25% 60
2017
Q4 		$2.98M Sell
26,722
-506
-2% -$54.8K 0.3% 55
2017
Q3 		$2.88M Sell
27,228
-52,158
-66% -$5.42M 0.32% 52
2017
Q2 		$8.17M Sell
79,386
-2,497
-3% -$255K 0.97% 35
2017
Q1 		$8.35M Buy
81,883
+2,303
+3% +$232K 1.04% 35
2016
Q4 		$7.73M Sell
79,580
-16,041
-17% -$1.52M 1.07% 33
2016
Q3 		$8.95M Sell
95,621
-3,419
-3% -$316K 1.31% 31
2016
Q2 		$8.82M Sell
99,040
-14,520
-13% -$1.28M 1.41% 28
2016
Q1 		$9.89M Buy
113,560
+2,339
+2% +$191K 1.62% 26
2015
Q4 		$9.56M Sell
111,221
-198
-0.2% -$17.3K 1.65% 27
2015
Q3 		$9.28M Buy
111,419
+9,484
+9% +$841K 1.93% 24
2015
Q2 		$9.23M Buy
101,935
+7,072
+7% +$655K 2.06% 26
2015
Q1 		$8.72M Sell
94,863
-4,149
-4% -$375K 2.3% 24
2014
Q4 		$8.86M Buy
99,012
+1,923
+2% +$168K 2.94% 7
2014
Q3 		$8.24M Buy
97,089
+8,291
+9% +$717K 2.94% 9
2014
Q2 		$7.72M Buy
88,798
+11,455
+15% +$961K 2.72% 8
2014
Q1 		$6.41M Buy
77,343
+11,028
+17% +$884K 2.51% 10
2013
Q4 		$5.29M Buy
66,315
+9,149
+16% +$706K 2.62% 11
2013
Q3 		$4.19M Buy
57,166
+10,424
+22% +$753K 2.41% 16
2013
Q2 		$3.21M Buy
+46,742
New +$3.21M 2.31% 16

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Signature Estate & Investment Advisors's VOE Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 66% in Q2 2026, buying an estimated $1.54M and bringing the position to 20,094 shares worth $3.97M. The position accounts for 0.07% of the portfolio, ranked #120.

Signature Estate & Investment Advisors first reported a position in VOE in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.89M in Q1 2016. 888 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Signature Estate & Investment Advisors held 20,094 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.97M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 7,962 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.54M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Signature Estate & Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $9.89M in Q1 2016.
  • 888 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.