STALEY CAPITAL ADVISERS’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

STALEY CAPITAL ADVISERS’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	$1.87M	Sell	10,170 -115	-1%	-$21.5K	0.08%	84
2025 Q4	$1.82M	Hold	10,285	–	–	0.08%	88
2025 Q3	$1.8M	Hold	10,285	–	–	0.07%	89
2025 Q2	$1.69M	Hold	10,285	–	–	0.07%	91
2025 Q1	$1.65M	Hold	10,285	–	–	0.07%	89
2024 Q4	$1.66M	Hold	10,285	–	–	0.07%	87
2024 Q3	$1.72M	Hold	10,285	–	–	0.08%	86
2024 Q2	$1.55M	Hold	10,285	–	–	0.07%	85
2024 Q1	$1.6M	Sell	10,285 -2,470	-19%	-$363K	0.07%	83
2023 Q4	$1.85M	Hold	12,755	–	–	0.09%	74
2023 Q3	$1.67M	Hold	12,755	–	–	0.09%	78
2023 Q2	$1.77M	Hold	12,755	–	–	0.1%	80
2023 Q1	$1.71M	Sell	12,755 -1,004	-7%	-$139K	0.1%	79
2022 Q4	$1.86M	Hold	13,759	–	–	0.11%	75
2022 Q3	$1.68M	Hold	13,759	–	–	0.11%	75
2022 Q2	$1.78M	Hold	13,759	–	–	0.11%	75
2022 Q1	$2.06M	Hold	13,759	–	–	0.1%	77
2021 Q4	$2.07M	Hold	13,759	–	–	0.1%	76
2021 Q3	$1.92M	Hold	13,759	–	–	0.1%	81
2021 Q2	$1.93M	Buy	13,759 +1,600	+13%	+$226K	0.1%	76
2021 Q1	$1.64M	Hold	12,159	–	–	0.09%	82
2020 Q4	$1.45M	Sell	12,159 -180	-1%	-$20.2K	0.09%	79
2020 Q3	$1.25M	Hold	12,339	–	–	0.09%	82
2020 Q2	$1.18M	Hold	12,339	–	–	0.09%	80
2020 Q1	$1M	Buy	12,339 +900	+8%	+$96.9K	0.08%	82
2019 Q4	$1.36M	Buy	11,439 +234	+2%	+$27K	0.09%	87
2019 Q3	$1.27M	Hold	11,205	–	–	0.1%	81
2019 Q2	$1.25M	Hold	11,205	–	–	0.09%	80
2019 Q1	$1.21M	Hold	11,205	–	–	0.09%	79
2018 Q4	$1.07M	Buy	+11,205	New	+$1.18M	0.09%	80

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STALEY CAPITAL ADVISERS's VOE Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 1.1% in Q1 2026, selling an estimated $21.5K and leaving 10,170 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #84.

STALEY CAPITAL ADVISERS first reported a position in VOE in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.07M in Q4 2021. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

STALEY CAPITAL ADVISERS held 10,170 shares of Vanguard Mid-Cap Value ETF worth $1.87M as of Q1 2026.
STALEY CAPITAL ADVISERS sold 115 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $21.5K.
Vanguard Mid-Cap Value ETF made up 0.08% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #84 holding.
STALEY CAPITAL ADVISERS first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
STALEY CAPITAL ADVISERS's Vanguard Mid-Cap Value ETF position peaked at $2.07M in Q4 2021.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.