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

Strategic Investment 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
Q2 		$24.2M Buy
122,391
+2,369
+2% +$458K 1.46% 16
2026
Q1 		$22.1M Buy
120,022
+23,216
+24% +$4.34M 1.53% 17
2025
Q4 		$17.2M Buy
96,806
+12,677
+15% +$2.22M 1.49% 18
2025
Q3 		$16.2M Sell
84,129
-3,851
-4% -$655K 1.46% 17
2025
Q2 		$14.5M Buy
87,980
+7,277
+9% +$1.15M 1.41% 21
2025
Q1 		$13M Buy
80,703
+7,206
+10% +$1.18M 1.37% 23
2024
Q4 		$11.9M Buy
73,497
+6,275
+9% +$1.06M 1.26% 25
2024
Q3 		$11.3M Buy
67,222
+3,148
+5% +$500K 1.23% 23
2024
Q2 		$9.64M Buy
64,074
+2,181
+4% +$331K 1.18% 22
2024
Q1 		$9.65M Buy
61,893
+5,710
+10% +$838K 1.24% 21
2023
Q4 		$8.15M Buy
56,183
+1,052
+2% +$141K 1.18% 24
2023
Q3 		$7.22M Sell
55,131
-52,781
-49% -$7.31M 1.19% 20
2023
Q2 		$14.9M Buy
107,912
+55,816
+107% +$7.44M 2.07% 11
2023
Q1 		$6.98M Buy
52,096
+4,732
+10% +$656K 1.26% 18
2022
Q4 		$6.41M Buy
47,364
+8,432
+22% +$1.13M 1.33% 20
2022
Q3 		$4.74M Buy
38,932
+7,193
+23% +$974K 1.07% 22
2022
Q2 		$4.11M Buy
31,739
+1,070
+3% +$151K 0.82% 25
2022
Q1 		$4.59M Buy
30,669
+593
+2% +$87.2K 0.87% 25
2021
Q4 		$4.52M Buy
30,076
+468
+2% +$68.7K 0.87% 28
2021
Q3 		$4.13M Buy
29,608
+900
+3% +$128K 0.91% 29
2021
Q2 		$4.03M Sell
28,708
-823
-3% -$116K 0.92% 27
2021
Q1 		$3.98M Buy
29,531
+411
+1% +$52.6K 1.03% 27
2020
Q4 		$3.46M Buy
29,120
+22,007
+309% +$2.47M 1% 30
2020
Q3 		$722K Buy
7,113
+882
+14% +$89.3K 0.24% 76
2020
Q2 		$596K Buy
6,231
+348
+6% +$31.9K 0.22% 79
2020
Q1 		$478K Buy
5,883
+1,013
+21% +$109K 0.22% 82
2019
Q4 		$580K Buy
4,870
+1,391
+40% +$160K 0.24% 71
2019
Q3 		$393K Sell
3,479
-145
-4% -$16.1K 0.19% 86
2019
Q2 		$408K Buy
+3,624
New +$397K 0.22% 76

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

Strategic Investment Advisors's VOE Position: Q2 2026 in Review

Strategic Investment Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2% in Q2 2026, buying an estimated $458K and bringing the position to 122,391 shares worth $24.2M. The position accounts for 1.46% of the portfolio, ranked #16.

Strategic Investment Advisors first reported a position in VOE in Q2 2019 and has held it in 29 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Strategic Investment Advisors held 122,391 shares of Vanguard Morningstar Mid-Cap Value ETF worth $24.2M as of Q2 2026.
  • Strategic Investment Advisors bought 2,369 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $458K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.46% of Strategic Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.