Steward Partners Investment Advisory’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 | $3.89M | Buy |
19,700
+852
| +5% | +$165K | 0.02% | 653 |
|
|
2026
Q1 | $3.47M | Buy |
18,848
+1,898
| +11% | +$355K | 0.02% | 647 |
|
|
2025
Q4 | $3.01M | Buy |
16,950
+388
| +2% | +$67.9K | 0.02% | 632 |
|
|
2025
Q3 | $2.89M | Buy |
16,562
+775
| +5% | +$132K | 0.02% | 646 |
|
|
2025
Q2 | $2.6M | Sell |
15,787
-1,539
| -9% | -$244K | 0.02% | 626 |
|
|
2025
Q1 | $2.78M | Sell |
17,326
-700
| -4% | -$114K | 0.02% | 557 |
|
|
2024
Q4 | $2.92M | Sell |
18,026
-1,182
| -6% | -$199K | 0.03% | 523 |
|
|
2024
Q3 | $3.22M | Buy |
19,208
+490
| +3% | +$77.9K | 0.03% | 492 |
|
|
2024
Q2 | $2.82M | Sell |
18,718
-442
| -2% | -$67.1K | 0.03% | 489 |
|
|
2024
Q1 | $2.99M | Sell |
19,160
-1,233
| -6% | -$181K | 0.03% | 455 |
|
|
2023
Q4 | $2.96M | Sell |
20,393
-760
| -4% | -$102K | 0.04% | 403 |
|
|
2023
Q3 | $2.77M | Sell |
21,153
-3,123
| -13% | -$433K | 0.04% | 385 |
|
|
2023
Q2 | $3.36M | Sell |
24,276
-18,647
| -43% | -$2.49M | 0.05% | 344 |
|
|
2023
Q1 | $5.75M | Sell |
42,923
-1,028
| -2% | -$143K | 0.09% | 228 |
|
|
2022
Q4 | $5.94M | Buy |
43,951
+1,125
| +3% | +$151K | 0.1% | 219 |
|
|
2022
Q3 | $5.21M | Sell |
42,826
-4,209
| -9% | -$570K | 0.1% | 227 |
|
|
2022
Q2 | $6.09M | Buy |
47,035
+909
| +2% | +$129K | 0.11% | 201 |
|
|
2022
Q1 | $6.9M | Buy |
46,126
+12,698
| +38% | +$1.87M | 0.11% | 204 |
|
|
2021
Q4 | $5.03M | Sell |
33,428
-134
| -0.4% | -$19.7K | 0.08% | 262 |
|
|
2021
Q3 | $4.69M | Buy |
33,562
+7,850
| +31% | +$1.12M | 0.08% | 262 |
|
|
2021
Q2 | $3.61M | Sell |
25,712
-12,569
| -33% | -$1.78M | 0.06% | 310 |
|
|
2021
Q1 | $5.16M | Buy |
38,281
+14,768
| +63% | +$1.89M | 0.09% | 234 |
|
|
2020
Q4 | $2.8M | Buy |
23,513
+19,159
| +440% | +$2.15M | 0.06% | 306 |
|
|
2020
Q3 | $441K | Sell |
4,354
-313
| -7% | -$31.7K | 0.01% | 705 |
|
|
2020
Q2 | $447K | Sell |
4,667
-4,074
| -47% | -$374K | 0.01% | 665 |
|
|
2020
Q1 | $710K | Sell |
8,741
-751
| -8% | -$80.9K | 0.03% | 479 |
|
|
2019
Q4 | $1.13M | Buy |
9,492
+807
| +9% | +$93K | 0.03% | 426 |
|
|
2019
Q3 | $981K | Buy |
8,685
+3,829
| +79% | +$425K | 0.03% | 414 |
|
|
2019
Q2 | $540K | Buy |
4,856
+5
| +0.1% | +$548 | 0.02% | 536 |
|
|
2019
Q1 | $523K | Buy |
4,851
+2,729
| +129% | +$287K | 0.02% | 504 |
|
|
2018
Q4 | $202K | Buy |
2,122
+324
| +18% | +$34K | 0.01% | 710 |
|
|
2018
Q3 | $203K | Buy |
1,798
+279
| +18% | +$31.7K | 0.01% | 714 |
|
|
2018
Q2 | $168K | Sell |
1,519
-14
| -0.9% | -$1.55K | 0.01% | 698 |
|
|
2018
Q1 | $167K | Buy |
1,533
+251
| +20% | +$28.2K | 0.01% | 651 |
|
|
2017
Q4 | $143K | Sell |
1,282
-222
| -15% | -$24K | 0.01% | 582 |
|
|
2017
Q3 | $158K | Buy |
1,504
+757
| +101% | +$78.7K | 0.02% | 479 |
|
|
2017
Q2 | $76K | Buy |
747
+52
| +7% | +$5.32K | 0.01% | 543 |
|
|
2017
Q1 | $70K | Buy |
695
+75
| +12% | +$7.56K | 0.01% | 486 |
|
|
2016
Q4 | $60K | Buy |
+620
| New | +$58.8K | 0.03% | 304 |
|
Other funds holding VOE
EWA
Steward Partners Investment Advisory's VOE Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.5% in Q2 2026, buying an estimated $165K and bringing the position to 19,700 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #653.
Steward Partners Investment Advisory first reported a position in VOE in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.9M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Steward Partners Investment Advisory held 19,700 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.89M as of Q2 2026.
- Steward Partners Investment Advisory bought 852 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $165K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #653 holding.
- Steward Partners Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.9M in Q1 2022.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.