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StoneX Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

StoneX Group’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 		$460K Sell
2,484
-1,334
-35% -$249K 0.02% 451
2025
Q4 		$679K Sell
3,818
-860
-18% -$151K 0.03% 444
2025
Q3 		$820K Buy
4,678
+2,201
+89% +$374K 0.04% 411
2025
Q2 		$409K Buy
2,477
+6
+0.2% +$950 0.02% 562
2025
Q1 		$397K Buy
2,471
+572
+30% +$93.5K 0.02% 538
2024
Q4 		$307K Sell
1,899
-49
-3% -$8.27K 0.02% 595
2024
Q3 		$327K Sell
1,948
-343
-15% -$54.5K 0.15% 190
2024
Q2 		$347K Buy
2,291
+291
+15% +$44.2K 0.16% 182
2024
Q1 		$312K Sell
2,000
-1,067
-35% -$157K 0.16% 176
2023
Q4 		$445K Sell
3,067
-950
-24% -$128K 0.24% 112
2023
Q3 		$526K Sell
4,017
-547
-12% -$75.8K 0.29% 88
2023
Q2 		$632K Buy
4,564
+736
+19% +$98.1K 0.36% 72
2023
Q1 		$513K Sell
3,828
-2,091
-35% -$290K 0.31% 95
2022
Q4 		$801K Buy
5,919
+3,068
+108% +$412K 0.12% 140
2022
Q3 		$347K Sell
2,851
-761
-21% -$103K 0.06% 196
2022
Q2 		$468K Buy
3,612
+802
+29% +$113K 0.08% 179
2022
Q1 		$421K Buy
2,810
+793
+39% +$117K 0.04% 346
2021
Q4 		$303K Buy
+2,017
New +$296K 0.03% 407

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

StoneX Group's VOE Position: Q1 2026 in Review

StoneX Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 35% in Q1 2026, selling an estimated $249K and leaving 2,484 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #451.

StoneX Group first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. The position peaked at $820K in Q3 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • StoneX Group held 2,484 shares of Vanguard Mid-Cap Value ETF worth $460K as of Q1 2026.
  • StoneX Group sold 1,334 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $249K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #451 holding.
  • StoneX Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • StoneX Group's Vanguard Mid-Cap Value ETF position peaked at $820K in Q3 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.