Spirepoint Private Client’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$205K Buy
+1,035
New +$200K 0.02% 323
2024
Q2
Sell
-2,115
Closed -$330K 221
2024
Q1
$330K Buy
+2,115
New +$311K 0.05% 158

Other funds holding VOE

Spirepoint Private Client's VOE Position: Q2 2026 in Review

Spirepoint Private Client opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,035 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings. This is a return to the name: Spirepoint Private Client previously reported a position in VOE as recently as Q1 2024.

Spirepoint Private Client first reported a position in VOE in Q1 2024 and has held it in 2 quarters since. The position peaked at $330K in Q1 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Spirepoint Private Client held 1,035 shares of Vanguard Morningstar Mid-Cap Value ETF worth $205K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Spirepoint Private Client position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #323 holding.
  • Spirepoint Private Client first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • Spirepoint Private Client's Vanguard Morningstar Mid-Cap Value ETF position peaked at $330K in Q1 2024.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.