SouthState Corp
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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
Q3 		$196 Sell
1
-132
-99% -$27K ﹤0.01% 1354
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

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Stephens Group Asset Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

SouthState Corp's VOE Position: Q3 2026 in Review

SouthState Corp reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 99% in Q3 2026, selling an estimated $27K and leaving 1 share worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

SouthState Corp first reported a position in VOE in Q3 2021 and has held it in 20 quarters since. The position peaked at $57.5K in Q1 2025. 1,039 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • SouthState Corp held 1 share of Vanguard Morningstar Mid-Cap Value ETF worth $196 as of Q3 2026.
  • SouthState Corp sold 132 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $27K.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of SouthState Corp's portfolio in Q3 2026, its #1354 holding.
  • SouthState Corp first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • SouthState Corp's Vanguard Morningstar Mid-Cap Value ETF position peaked at $57.5K in Q1 2025.
  • 1,039 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on SouthState Corp's 13F filing for Q3 2026, filed 9 Nov 2026.