TD Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

TD Capital Management’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	$32.4K	Buy	176 +1	+0.6%	+$187	﹤0.01%	296
2025 Q4	$31K	Buy	+175	New	+$30.6K	﹤0.01%	295
2020 Q3	–	Sell	-14	Closed	-$1K	–	290
2020 Q2	$1K	Buy	+14	New	+$1.28K	﹤0.01%	255
2020 Q1	–	Sell	-326	Closed	-$39K	–	281
2019 Q4	$39K	Buy	326 +2	+0.6%	+$230	0.01%	129
2019 Q3	$37K	Buy	324 +3	+0.9%	+$333	0.01%	127
2019 Q2	$36K	Buy	321 +2	+0.6%	+$219	0.01%	118
2019 Q1	$34K	Hold	319	–	–	0.01%	96
2018 Q4	$30K	Buy	+319	New	+$33.5K	0.01%	96
2017 Q2	–	Sell	-42	Closed	-$4K	–	186
2017 Q1	$4K	Hold	42	–	–	﹤0.01%	148
2016 Q4	$4K	Buy	+42	New	+$3.98K	﹤0.01%	143
2015 Q1	–	Sell	-97	Closed	-$9K	–	157
2014 Q4	$9K	Buy	97 +2	+2%	+$175	﹤0.01%	126
2014 Q3	$8K	Sell	95 -92	-49%	-$7.96K	﹤0.01%	125
2014 Q2	$16K	Hold	187	–	–	﹤0.01%	115
2014 Q1	$15K	Buy	+187	New	+$15K	﹤0.01%	115

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Capital Management's VOE Position: Q1 2026 in Review

TD Capital Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.57% in Q1 2026, buying an estimated $187 and bringing the position to 176 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

TD Capital Management first reported a position in VOE in Q1 2014 and has held it in 14 quarters since. The position peaked at $39K in Q4 2019. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

TD Capital Management held 176 shares of Vanguard Mid-Cap Value ETF worth $32.4K as of Q1 2026.
TD Capital Management bought 1 Vanguard Mid-Cap Value ETF share in Q1 2026, an estimated $187.
Vanguard Mid-Cap Value ETF made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #296 holding.
TD Capital Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2014 and has held it in 14 quarters since.
TD Capital Management's Vanguard Mid-Cap Value ETF position peaked at $39K in Q4 2019.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.