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

TCI 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 Q2	$205K	Buy	+1,037	New	+$201K	0.01%	257
2023 Q2	–	Sell	-289	Closed	-$38.7K	–	2177
2023 Q1	$38.7K	Hold	289	–	–	0.01%	494
2022 Q4	$39.1K	Hold	289	–	–	0.01%	472
2022 Q3	$35K	Sell	289 -20	-6%	-$2.71K	0.01%	472
2022 Q2	$40K	Hold	309	–	–	0.01%	432
2022 Q1	$46K	Buy	309 +20	+7%	+$2.94K	0.01%	432
2021 Q4	$43K	Sell	289 -1,586	-85%	-$233K	0.01%	448
2021 Q3	$262K	Buy	1,875 +1,576	+527%	+$224K	0.04%	157
2021 Q2	$42K	Hold	299	–	–	0.01%	437
2021 Q1	$40K	Buy	299 +119	+66%	+$15.2K	0.02%	400
2020 Q4	$21K	Buy	180 +31	+21%	+$3.47K	0.01%	491
2020 Q3	$15K	Hold	149	–	–	0.01%	504
2020 Q2	$14K	Sell	149 -2,034	-93%	-$187K	0.01%	511
2020 Q1	$177K	Buy	2,183 +954	+78%	+$103K	0.09%	151
2019 Q4	$146K	Buy	1,229 +368	+43%	+$42.4K	0.06%	207
2019 Q3	$97K	Hold	861	–	–	0.04%	221
2019 Q2	$96K	Buy	861 +15	+2%	+$1.64K	0.04%	215
2019 Q1	$91K	Sell	846 -40	-5%	-$4.2K	0.04%	245
2018 Q4	$84K	Sell	886 -311	-26%	-$32.7K	0.04%	246
2018 Q3	$135K	Buy	1,197 +351	+41%	+$39.9K	0.06%	195
2018 Q2	$93K	Hold	846	–	–	0.04%	235
2018 Q1	$93K	Sell	846 -283	-25%	-$31.8K	0.04%	234
2017 Q4	$126K	Hold	1,129	–	–	0.06%	201
2017 Q3	$119K	Buy	1,129 +980	+658%	+$102K	0.06%	188
2017 Q2	$15K	Hold	149	–	–	0.01%	518
2017 Q1	$15K	Sell	149 -25	-14%	-$2.52K	0.01%	505
2016 Q4	$17K	Buy	174 +25	+17%	+$2.37K	0.01%	524
2016 Q3	$14K	Hold	149	–	–	0.01%	507
2016 Q2	$13K	Hold	149	–	–	0.01%	510
2016 Q1	$13K	Buy	+149	New	+$12.2K	0.01%	521

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCI Wealth Advisors's VOE Position: Q2 2026 in Review

TCI Wealth Advisors opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,037 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: TCI Wealth Advisors previously reported a position in VOE as recently as Q1 2023.

TCI Wealth Advisors first reported a position in VOE in Q1 2016 and has held it in 30 quarters since. The position peaked at $262K in Q3 2021. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

TCI Wealth Advisors held 1,037 shares of Vanguard Morningstar Mid-Cap Value ETF worth $205K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new TCI Wealth Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #257 holding.
TCI Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2016 and has held it in 30 quarters since.
TCI Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $262K in Q3 2021.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.