TD Capital Management’s Vanguard Morningstar 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 Q2	$34.9K	Buy	177 +1	+0.6%	+$193	﹤0.01%	287
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 $1.89T 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

TD Capital Management's VOE Position: Q2 2026 in Review

TD Capital Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.57% in Q2 2026, buying an estimated $193 and bringing the position to 177 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

TD Capital Management first reported a position in VOE in Q1 2014 and has held it in 15 quarters since. The position peaked at $39K in Q4 2019. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

TD Capital Management held 177 shares of Vanguard Morningstar Mid-Cap Value ETF worth $34.9K as of Q2 2026.
TD Capital Management bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #287 holding.
TD Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2014 and has held it in 15 quarters since.
TD Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $39K in Q4 2019.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.