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Stage Harbor Financial’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Stage Harbor Financial’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 		$3.76M Sell
20,400
-32
-0.2% -$5.98K 2.49% 14
2025
Q4 		$3.62M Sell
20,432
-106
-0.5% -$18.6K 2.44% 14
2025
Q3 		$3.59M Sell
20,538
-90
-0.4% -$15.3K 2.62% 12
2025
Q2 		$3.39M Buy
20,628
+136
+0.7% +$21.5K 2.76% 11
2025
Q1 		$3.29M Hold
20,492
– – 2.79% 12
2024
Q4 		$3.32M Hold
20,492
– – 2.88% 12
2024
Q3 		$3.43M Sell
20,492
-36
-0.2% -$5.72K 3.12% 12
2024
Q2 		$3.09M Hold
20,528
– – 2.98% 12
2024
Q1 		$3.2M Hold
20,528
– – 2.91% 14
2023
Q4 		$2.98M Buy
+20,528
New +$2.76M 2.87% 14

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

Stage Harbor Financial's VOE Position: Q1 2026 in Review

Stage Harbor Financial reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.16% in Q1 2026, selling an estimated $5.98K and leaving 20,400 shares worth $3.76M. The position accounts for 2.49% of the portfolio, ranked #14.

Stage Harbor Financial first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Stage Harbor Financial held 20,400 shares of Vanguard Mid-Cap Value ETF worth $3.76M as of Q1 2026.
  • Stage Harbor Financial sold 32 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $5.98K.
  • Vanguard Mid-Cap Value ETF made up 2.49% of Stage Harbor Financial's portfolio in Q1 2026, its #14 holding.
  • Stage Harbor Financial first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.