SVWAG
VOE icon

Sound View Wealth Advisors Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Sound View Wealth Advisors Group’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 		$2.19M Sell
11,880
-497
-4% -$92.8K 0.15% 125
2025
Q4 		$2.2M Sell
12,377
-646
-5% -$113K 0.15% 123
2025
Q3 		$2.27M Sell
13,023
-275
-2% -$46.8K 0.16% 125
2025
Q2 		$2.19M Sell
13,298
-1,319
-9% -$209K 0.16% 120
2025
Q1 		$2.35M Sell
14,617
-2,322
-14% -$380K 0.19% 110
2024
Q4 		$2.74M Sell
16,939
-1,019
-6% -$172K 0.22% 96
2024
Q3 		$3.01M Buy
17,958
+7,247
+68% +$1.15M 0.25% 93
2024
Q2 		$1.61M Sell
10,711
-3,131
-23% -$475K 0.17% 126
2024
Q1 		$2.16M Sell
13,842
-6,656
-32% -$977K 0.23% 103
2023
Q4 		$2.97M Buy
20,498
+1,866
+10% +$251K 0.33% 77
2023
Q3 		$2.44M Buy
18,632
+1,805
+11% +$250K 0.3% 82
2023
Q2 		$2.33M Buy
16,827
+579
+4% +$77.2K 0.31% 79
2023
Q1 		$2.18M Sell
16,248
-4,250
-21% -$590K 0.3% 80
2022
Q4 		$2.97M Buy
20,498
+16,192
+376% +$2.17M 0.33% 77
2022
Q3 		$524K Buy
4,306
+123
+3% +$16.7K 0.12% 156
2022
Q2 		$542K Buy
+4,183
New +$592K 0.11% 158

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound View Wealth Advisors Group's VOE Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 4% in Q1 2026, selling an estimated $92.8K and leaving 11,880 shares worth $2.19M. The position accounts for 0.15% of the portfolio, ranked #125.

Sound View Wealth Advisors Group first reported a position in VOE in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.01M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Sound View Wealth Advisors Group held 11,880 shares of Vanguard Mid-Cap Value ETF worth $2.19M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 497 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $92.8K.
  • Vanguard Mid-Cap Value ETF made up 0.15% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #125 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Mid-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Mid-Cap Value ETF position peaked at $3.01M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.