Strategic Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Strategic Advisors’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	$5.12M	Buy	27,772 +5,429	+24%	+$1.01M	0.85%	33
2025 Q4	$3.96M	Buy	22,343 +15,336	+219%	+$2.68M	0.62%	39
2025 Q3	$1.22M	Buy	7,007 +3,938	+128%	+$670K	0.2%	95
2025 Q2	$505K	Sell	3,069 -6,330	-67%	-$1M	0.1%	116
2025 Q1	$1.51M	Buy	9,399 +7,354	+360%	+$1.2M	0.29%	74
2024 Q4	$331K	Buy	2,045 +283	+16%	+$47.7K	0.06%	164
2024 Q3	$295K	Hold	1,762	–	–	0.06%	179
2024 Q2	$265K	Sell	1,762 -280	-14%	-$42.5K	0.05%	181
2024 Q1	$318K	Hold	2,042	–	–	0.06%	166
2023 Q4	$296K	Buy	2,042 +1	+0%	+$134	0.06%	173
2023 Q3	$267K	Buy	2,041 +29	+1%	+$4.02K	0.05%	173
2023 Q2	$278K	Hold	2,012	–	–	0.05%	165
2023 Q1	$270K	Hold	2,012	–	–	0.05%	173
2022 Q4	$272K	Buy	2,012 +1	+0%	+$134	0.06%	161
2022 Q3	$244K	Hold	2,011	–	–	0.05%	165
2022 Q2	$260K	Hold	2,011	–	–	0.05%	160
2022 Q1	$301K	Hold	2,011	–	–	0.05%	160
2021 Q4	$302K	Hold	2,011	–	–	0.04%	166
2021 Q3	$280K	Hold	2,011	–	–	0.06%	153
2021 Q2	$282K	Hold	2,011	–	–	0.07%	144
2021 Q1	$271K	Hold	2,011	–	–	0.08%	134
2020 Q4	$246K	Buy	2,011 +8	+0.4%	+$896	0.07%	140
2020 Q3	$209K	Buy	2,003 +8	+0.4%	+$810	0.07%	139
2020 Q2	$201K	Buy	+1,995	New	+$183K	0.08%	137
2020 Q1	–	Sell	-1,975	Closed	-$235K	–	173
2019 Q4	$235K	Sell	1,975 -37	-2%	-$4.26K	0.08%	155
2019 Q3	$227K	Buy	2,012 +12	+0.6%	+$1.33K	0.09%	154
2019 Q2	$222K	Buy	2,000 +6	+0.3%	+$657	0.08%	152
2019 Q1	$215K	Buy	+1,994	New	+$209K	0.08%	153
2018 Q4	–	Sell	-2,274	Closed	-$257K	–	160
2018 Q3	$257K	Sell	2,274 -400	-15%	-$45.5K	0.09%	135
2018 Q2	$295K	Buy	2,674 +51	+2%	+$5.65K	0.12%	121
2018 Q1	$287K	Buy	2,623 +6	+0.2%	+$675	0.12%	119
2017 Q4	$292K	Buy	2,617 +7	+0.3%	+$758	0.12%	120
2017 Q3	$276K	Buy	2,610 +6	+0.2%	+$623	0.12%	132
2017 Q2	$268K	Buy	2,604 +5	+0.2%	+$511	0.12%	130
2017 Q1	$265K	Buy	+2,599	New	+$262K	0.13%	122
2015 Q2	–	Sell	-2,527	Closed	-$220K	–	143
2015 Q1	$220K	Sell	2,527 -19	-0.7%	-$1.72K	0.14%	126
2014 Q4	$228K	Buy	2,546 +19	+0.8%	+$1.66K	0.15%	119
2014 Q3	$215K	Hold	2,527	–	–	0.14%	124
2014 Q2	$220K	Hold	2,527	–	–	0.14%	127
2014 Q1	$209K	Buy	+2,527	New	+$203K	0.14%	128

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

Strategic Advisors's VOE Position: Q1 2026 in Review

Strategic Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 24% in Q1 2026, buying an estimated $1.01M and bringing the position to 27,772 shares worth $5.12M. The position accounts for 0.85% of the portfolio, ranked #33.

Strategic Advisors first reported a position in VOE in Q1 2014 and has held it in 40 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Strategic Advisors held 27,772 shares of Vanguard Mid-Cap Value ETF worth $5.12M as of Q1 2026.
Strategic Advisors bought 5,429 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.01M.
Vanguard Mid-Cap Value ETF made up 0.85% of Strategic Advisors's portfolio in Q1 2026, its #33 holding.
Strategic Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q1 2014 and has held it in 40 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.