Stone House Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Stone House Investment Management’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	–	Sell	-4	Closed	-$713	–	1162
2025 Q4	$713	Buy	+4	New	+$700	﹤0.01%	679

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stone House Investment Management's VOE Position: Q1 2026 in Review

Stone House Investment Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 4 shares — an estimated $713 sold.

Stone House Investment Management first reported a position in VOE in Q4 2025 and held it in 1 quarter. The position peaked at $713 in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Stone House Investment Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Stone House Investment Management sold 4 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $713.
Stone House Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
Stone House Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $713 in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.