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Stratos Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Stratos Wealth 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 		$2.08M Sell
11,310
-1,233
-10% -$230K 0.13% 167
2025
Q4 		$2.22M Sell
12,543
-592
-5% -$104K 0.11% 201
2025
Q3 		$2.29M Buy
13,135
+328
+3% +$55.8K 0.11% 193
2025
Q2 		$2.11M Sell
12,807
-2,554
-17% -$404K 0.11% 198
2025
Q1 		$2.47M Buy
15,361
+654
+4% +$107K 0.13% 145
2024
Q4 		$2.38M Buy
14,707
+21
+0.1% +$3.54K 0.11% 182
2024
Q3 		$2.46M Buy
14,686
+141
+1% +$22.4K 0.11% 191
2024
Q2 		$2.19M Sell
14,545
-955
-6% -$145K 0.11% 195
2024
Q1 		$2.42M Buy
15,500
+524
+3% +$76.9K 0.14% 169
2023
Q4 		$2.17M Sell
14,976
-328
-2% -$44.1K 0.13% 209
2023
Q3 		$2M Buy
15,304
+5,178
+51% +$717K 0.13% 196
2023
Q2 		$1.4M Buy
10,126
+131
+1% +$17.5K 0.1% 240
2023
Q1 		$1.34M Buy
9,995
+44
+0.4% +$6.1K 0.1% 236
2022
Q4 		$1.35M Sell
9,951
-192
-2% -$25.8K 0.11% 241
2022
Q3 		$1.24M Buy
10,143
+652
+7% +$88.3K 0.13% 213
2022
Q2 		$1.23M Buy
9,491
+430
+5% +$60.8K 0.11% 231
2022
Q1 		$1.36M Sell
9,061
-40,032
-82% -$5.89M 0.11% 221
2021
Q4 		$7.38M Buy
49,093
+11,124
+29% +$1.63M 0.53% 38
2021
Q3 		$5.3M Buy
37,969
+4,157
+12% +$590K 0.45% 49
2021
Q2 		$4.75M Buy
33,812
+2,728
+9% +$386K 0.42% 60
2021
Q1 		$4.19M Buy
31,084
+2,096
+7% +$268K 0.45% 58
2020
Q4 		$3.45M Buy
28,988
+22,231
+329% +$2.49M 0.48% 54
2020
Q3 		$685K Buy
6,757
+3,657
+118% +$370K 0.17% 144
2020
Q2 		$297K Buy
3,100
+3,020
+3,775% +$277K 0.09% 212
2020
Q1 		$7K Buy
+80
New +$8.62K 0.01% 253

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 $58.2B AUM 22.78% 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

Stratos Wealth Advisors's VOE Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.8% in Q1 2026, selling an estimated $230K and leaving 11,310 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #167.

Stratos Wealth Advisors first reported a position in VOE in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.38M in Q4 2021. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Stratos Wealth Advisors held 11,310 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.08M as of Q1 2026.
  • Stratos Wealth Advisors sold 1,233 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $230K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of Stratos Wealth Advisors's portfolio in Q1 2026, its #167 holding.
  • Stratos Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Stratos Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $7.38M in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.