Sunbelt Securities’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sunbelt Securities’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	$18.4K	Sell	100 -11	-10%	-$2.06K	﹤0.01%	1319
2025 Q4	$19.7K	Hold	111	–	–	﹤0.01%	1255
2025 Q3	$19.4K	Sell	111 -170	-60%	-$28.9K	﹤0.01%	1272
2025 Q2	$45.4K	Buy	281 +270	+2,455%	+$42.8K	﹤0.01%	962
2025 Q1	$1.77K	Sell	11 -270	-96%	-$44.1K	﹤0.01%	1587
2024 Q4	$45.3K	Hold	281	–	–	﹤0.01%	964
2024 Q3	$47K	Buy	281 +1	+0.4%	+$159	﹤0.01%	958
2024 Q2	$42.2K	Buy	280 +9	+3%	+$1.37K	﹤0.01%	953
2024 Q1	$42.3K	Buy	271 +227	+516%	+$33.3K	﹤0.01%	911
2023 Q4	$6.42K	Hold	44	–	–	﹤0.01%	1259
2023 Q3	$5.78K	Hold	44	–	–	﹤0.01%	1282
2023 Q2	$6.09K	Buy	+44	New	+$5.87K	﹤0.01%	1288

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunbelt Securities's VOE Position: Q1 2026 in Review

Sunbelt Securities reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.9% in Q1 2026, selling an estimated $2.06K and leaving 100 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Sunbelt Securities first reported a position in VOE in Q2 2023 and has held it in 12 quarters since. The position peaked at $47K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Sunbelt Securities held 100 shares of Vanguard Morningstar Mid-Cap Value ETF worth $18.4K as of Q1 2026.
Sunbelt Securities sold 11 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $2.06K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1319 holding.
Sunbelt Securities first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
Sunbelt Securities's Vanguard Morningstar Mid-Cap Value ETF position peaked at $47K in Q3 2024.
1,227 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.