SouthState Corp’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

SouthState Corp’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	$26.3K	Hold	133	–	–	﹤0.01%	577
2026 Q1	$24.5K	Hold	133	–	–	﹤0.01%	539
2025 Q4	$23.6K	Hold	133	–	–	﹤0.01%	558
2025 Q3	$23.2K	Hold	133	–	–	﹤0.01%	549
2025 Q2	$21.9K	Sell	133 -225	-63%	-$35.6K	﹤0.01%	632
2025 Q1	$57.5K	Buy	358 +133	+59%	+$21.7K	﹤0.01%	506
2024 Q4	$36.4K	Sell	225 -25	-10%	-$4.22K	﹤0.01%	384
2024 Q3	$41.9K	Buy	+250	New	+$39.7K	﹤0.01%	377
2024 Q2	–	Sell	-164	Closed	-$25.6K	–	765
2024 Q1	$25.6K	Buy	164 +94	+134%	+$13.8K	﹤0.01%	429
2023 Q4	$10.2K	Sell	70 -27	-28%	-$3.63K	﹤0.01%	467
2023 Q3	$12.7K	Hold	97	–	–	﹤0.01%	440
2023 Q2	$13.4K	Hold	97	–	–	﹤0.01%	447
2023 Q1	$13K	Hold	97	–	–	﹤0.01%	484
2022 Q4	$13.1K	Sell	97 -222	-70%	-$29.8K	﹤0.01%	528
2022 Q3	$39K	Hold	319	–	–	﹤0.01%	409
2022 Q2	$41K	Hold	319	–	–	﹤0.01%	425
2022 Q1	$48K	Hold	319	–	–	﹤0.01%	439
2021 Q4	$48K	Hold	319	–	–	﹤0.01%	406
2021 Q3	$45K	Buy	+319	New	+$45.3K	﹤0.01%	368

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SouthState Corp's VOE Position: Q2 2026 in Review

SouthState Corp held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 133 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

SouthState Corp first reported a position in VOE in Q3 2021 and has held it in 19 quarters since. The position peaked at $57.5K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

SouthState Corp held 133 shares of Vanguard Morningstar Mid-Cap Value ETF worth $26.3K as of Q2 2026.
SouthState Corp 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 SouthState Corp's portfolio in Q2 2026, its #577 holding.
SouthState Corp first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
SouthState Corp's Vanguard Morningstar Mid-Cap Value ETF position peaked at $57.5K in Q1 2025.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.