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StoneX Group’s Vanguard Morningstar 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
Q2 		$481K Sell
2,427
-57
-2% -$11K 0.02% 588
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 0.02% 445
2024
Q2 		$347K Buy
2,291
+291
+15% +$44.2K 0.03% 430
2024
Q1 		$312K Sell
2,000
-1,067
-35% -$157K 0.03% 413
2023
Q4 		$445K Sell
3,067
-950
-24% -$128K 0.04% 323
2023
Q3 		$526K Sell
4,017
-547
-12% -$75.8K 0.06% 283
2023
Q2 		$632K Buy
4,564
+736
+19% +$98.1K 0.07% 256
2023
Q1 		$513K Sell
3,828
-2,091
-35% -$290K 0.06% 295
2022
Q4 		$801K Buy
5,919
+3,068
+108% +$412K 0.1% 193
2022
Q3 		$347K Sell
2,851
-761
-21% -$103K 0.05% 338
2022
Q2 		$468K Buy
3,612
+802
+29% +$113K 0.06% 303
2022
Q1 		$421K Buy
2,810
+793
+39% +$117K 0.03% 394
2021
Q4 		$303K Buy
+2,017
New +$296K 0.03% 407

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

StoneX Group's VOE Position: Q2 2026 in Review

StoneX Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.3% in Q2 2026, selling an estimated $11K and leaving 2,427 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #588.

StoneX Group first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $820K in Q3 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • StoneX Group held 2,427 shares of Vanguard Morningstar Mid-Cap Value ETF worth $481K as of Q2 2026.
  • StoneX Group sold 57 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $11K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of StoneX Group's portfolio in Q2 2026, its #588 holding.
  • StoneX Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • StoneX Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $820K in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.