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

Simplicity Wealth’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	$363K	Buy	+1,971	New	+$368K	0.02%	538
2025 Q4	–	Sell	-2,470	Closed	-$431K	–	780
2025 Q3	$431K	Sell	2,470 -3,922	-61%	-$667K	0.03%	479
2025 Q2	$1.05M	Buy	6,392 +5,108	+398%	+$809K	0.04%	322
2025 Q1	$206K	Buy	1,284 +3	+0.2%	+$490	0.02%	522
2024 Q4	$207K	Buy	+1,281	New	+$216K	0.04%	307
2024 Q3	–	Sell	-55,197	Closed	-$8.3M	–	1191
2024 Q2	$8.3M	Sell	55,197 -700	-1%	-$106K	0.19%	105
2024 Q1	$8.71M	Buy	+55,897	New	+$8.21M	0.21%	95

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

Simplicity Wealth's VOE Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 1,971 shares worth $363K. The stake represents 0.02% of the portfolio and ranks #538 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in VOE as recently as Q3 2025.

Simplicity Wealth first reported a position in VOE in Q1 2024 and has held it in 7 quarters since. The position peaked at $8.71M in Q1 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Simplicity Wealth held 1,971 shares of Vanguard Mid-Cap Value ETF worth $363K as of Q1 2026.
Vanguard Mid-Cap Value ETF was a new Simplicity Wealth position in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #538 holding.
Simplicity Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's Vanguard Mid-Cap Value ETF position peaked at $8.71M in Q1 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.