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SJS Investment Consulting’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

SJS Investment Consulting’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 		$8.7K Hold
44
– – ﹤0.01% 1138
2026
Q1 		$8.11K Buy
+44
New +$8.22K ﹤0.01% 903
2023
Q1 		– Sell
-42
Closed -$5.68K – 1629
2022
Q4 		$5.68K Hold
42
– – ﹤0.01% 347
2022
Q3 		$5K Buy
+42
New +$5.69K ﹤0.01% 338
2022
Q1 		$6K Hold
42
– – ﹤0.01% 436
2021
Q4 		$6K Buy
+42
New +$6.17K ﹤0.01% 420

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

SJS Investment Consulting's VOE Position: Q2 2026 in Review

SJS Investment Consulting held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 44 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

SJS Investment Consulting first reported a position in VOE in Q4 2021 and has held it in 6 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • SJS Investment Consulting held 44 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.7K as of Q2 2026.
  • SJS Investment Consulting left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1138 holding.
  • SJS Investment Consulting first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 6 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.