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

Stratos Wealth Partners’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 		$1.6M Sell
8,670
-507
-6% -$94.7K 0.02% 629
2025
Q4 		$1.63M Sell
9,177
-268
-3% -$46.9K 0.02% 603
2025
Q3 		$1.65M Buy
9,445
+99
+1% +$16.8K 0.02% 588
2025
Q2 		$1.54M Sell
9,346
-516
-5% -$81.7K 0.02% 562
2025
Q1 		$1.58M Sell
9,862
-263
-3% -$43K 0.02% 511
2024
Q4 		$1.64M Buy
10,125
+293
+3% +$49.4K 0.02% 532
2024
Q3 		$1.65M Sell
9,832
-2,702
-22% -$430K 0.02% 515
2024
Q2 		$1.89M Buy
12,534
+128
+1% +$19.4K 0.03% 452
2024
Q1 		$1.93M Buy
12,406
+95
+0.8% +$13.9K 0.03% 447
2023
Q4 		$1.79M Buy
12,311
+1,037
+9% +$139K 0.03% 443
2023
Q3 		$1.48M Buy
11,274
+842
+8% +$117K 0.03% 447
2023
Q2 		$1.44M Buy
10,432
+2,065
+25% +$275K 0.03% 425
2023
Q1 		$1.12M Sell
8,367
-3,612
-30% -$501K 0.03% 448
2022
Q4 		$1.62M Buy
11,979
+1,990
+20% +$267K 0.04% 388
2022
Q3 		$1.22M Buy
9,989
+4,019
+67% +$544K 0.03% 429
2022
Q2 		$773K Sell
5,970
-211
-3% -$29.8K 0.02% 576
2022
Q1 		$925K Buy
6,181
+1,963
+47% +$289K 0.02% 575
2021
Q4 		$634K Buy
4,218
+301
+8% +$44.2K 0.01% 727
2021
Q3 		$547K Buy
3,917
+619
+19% +$87.9K 0.01% 714
2021
Q2 		$463K Sell
3,298
-3
-0.1% -$424 0.01% 793
2021
Q1 		$445K Buy
3,301
+116
+4% +$14.9K 0.01% 749
2020
Q4 		$379K Sell
3,185
-682
-18% -$76.4K 0.01% 761
2020
Q3 		$392K Sell
3,867
-690
-15% -$69.9K 0.01% 698
2020
Q2 		$436K Sell
4,557
-3,610
-44% -$331K 0.02% 645
2020
Q1 		$664K Sell
8,167
-635
-7% -$68.4K 0.03% 439
2019
Q4 		$1.05M Buy
8,802
+478
+6% +$55.1K 0.04% 380
2019
Q3 		$941K Buy
8,324
+23
+0.3% +$2.56K 0.04% 382
2019
Q2 		$924K Sell
8,301
-1,592
-16% -$174K 0.04% 391
2019
Q1 		$1.07M Sell
9,893
-7,278
-42% -$764K 0.05% 342
2018
Q4 		$1.64M Buy
17,171
+7,199
+72% +$756K 0.08% 247
2018
Q3 		$1.13M Buy
9,972
+275
+3% +$31.2K 0.05% 311
2018
Q2 		$1.07M Sell
9,697
-212
-2% -$23.5K 0.05% 346
2018
Q1 		$1.08M Buy
9,909
+11
+0.1% +$1.24K 0.05% 352
2017
Q4 		$1.1M Buy
9,898
+89
+0.9% +$9.63K 0.05% 330
2017
Q3 		$1.04M Buy
9,809
+5,510
+128% +$572K 0.05% 330
2017
Q2 		$442K Buy
4,299
+2,128
+98% +$218K 0.02% 503
2017
Q1 		$221K Hold
2,171
– – 0.01% 694
2016
Q4 		$211K Buy
+2,171
New +$206K 0.01% 641
2016
Q2 		– Sell
-2,608
Closed -$227K – 667
2016
Q1 		$227K Buy
+2,608
New +$213K 0.02% 480
2015
Q3 		– Sell
-2,342
Closed -$212K – 613
2015
Q2 		$212K Buy
+2,342
New +$217K 0.03% 454

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

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

Stratos Wealth Partners reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 5.5% in Q1 2026, selling an estimated $94.7K and leaving 8,670 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #629.

Stratos Wealth Partners first reported a position in VOE in Q2 2015 and has held it in 40 quarters since. The position peaked at $1.93M in Q1 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Stratos Wealth Partners held 8,670 shares of Vanguard Mid-Cap Value ETF worth $1.6M as of Q1 2026.
  • Stratos Wealth Partners sold 507 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $94.7K.
  • Vanguard Mid-Cap Value ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #629 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q2 2015 and has held it in 40 quarters since.
  • Stratos Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $1.93M in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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