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Tacita Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Tacita Capital’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 		$4.54M Buy
22,988
+195
+0.9% +$37.7K 2.47% 13
2026
Q1 		$4.2M Sell
22,793
-1,058
-4% -$198K 2.49% 13
2025
Q4 		$4.23M Sell
23,851
-125
-0.5% -$21.9K 2.45% 13
2025
Q3 		$4.19M Buy
23,976
+790
+3% +$134K 2.53% 12
2025
Q2 		$3.81M Buy
23,186
+175
+0.8% +$27.7K 2.45% 12
2025
Q1 		$3.69M Sell
23,011
-143
-0.6% -$23.4K 2.66% 10
2024
Q4 		$3.75M Sell
23,154
-240
-1% -$40.5K 2.67% 11
2024
Q3 		$3.92M Buy
23,394
+225
+1% +$35.8K 2.56% 12
2024
Q2 		$3.49M Sell
23,169
-1,365
-6% -$207K 2.46% 11
2024
Q1 		$3.83M Buy
24,534
+354
+1% +$52K 2.65% 10
2023
Q4 		$3.51M Sell
24,180
-1,895
-7% -$255K 2.6% 9
2023
Q3 		$3.41M Buy
26,075
+250
+1% +$34.6K 2.67% 11
2023
Q2 		$3.57M Buy
25,825
+1,075
+4% +$143K 2.62% 9
2023
Q1 		$3.32M Sell
24,750
-660
-3% -$91.6K 2.5% 11
2022
Q4 		$3.44M Sell
25,410
-3,669
-13% -$492K 2.58% 11
2022
Q3 		$3.54M Sell
29,079
-1,315
-4% -$178K 2.74% 9
2022
Q2 		$3.94M Sell
30,394
-805
-3% -$114K 2.72% 10
2022
Q1 		$4.67M Buy
31,199
+425
+1% +$62.5K 2.7% 10
2021
Q4 		$4.63M Sell
30,774
-450
-1% -$66.1K 2.63% 10
2021
Q3 		$4.36M Sell
31,224
-1,160
-4% -$165K 2.67% 10
2021
Q2 		$4.55M Sell
32,384
-1,656
-5% -$234K 2.74% 10
2021
Q1 		$4.59M Sell
34,040
-685
-2% -$87.7K 2.98% 8
2020
Q4 		$4.13M Buy
+34,725
New +$3.89M 2.72% 9

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

Tacita Capital's VOE Position: Q2 2026 in Review

Tacita Capital increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.86% in Q2 2026, buying an estimated $37.7K and bringing the position to 22,988 shares worth $4.54M. The position accounts for 2.47% of the portfolio, ranked #13.

Tacita Capital first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.67M in Q1 2022. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Tacita Capital held 22,988 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.54M as of Q2 2026.
  • Tacita Capital bought 195 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $37.7K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.47% of Tacita Capital's portfolio in Q2 2026, its #13 holding.
  • Tacita Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Tacita Capital's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.67M in Q1 2022.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.