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Sovran Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sovran Advisors’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 		$377K Buy
1,815
+204
+13% +$39.5K 0.03% 429
2026
Q1 		$314K Sell
1,611
-9
-0.6% -$1.68K 0.02% 445
2025
Q4 		$301K Sell
1,620
-70
-4% -$12.3K 0.03% 447
2025
Q3 		$291K Buy
1,690
+14
+0.8% +$2.38K 0.03% 440
2025
Q2 		$279K Sell
1,676
-95
-5% -$15K 0.03% 414
2025
Q1 		$268K Sell
1,771
-107
-6% -$17.5K 0.03% 394
2024
Q4 		$305K Buy
+1,878
New +$317K 0.04% 333

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

Sovran Advisors's VOE Position: Q2 2026 in Review

Sovran Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q2 2026, buying an estimated $39.5K and bringing the position to 1,815 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #429.

Sovran Advisors first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Sovran Advisors held 1,815 shares of Vanguard Morningstar Mid-Cap Value ETF worth $377K as of Q2 2026.
  • Sovran Advisors bought 204 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $39.5K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #429 holding.
  • Sovran Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.