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Thoroughbred Financial Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Thoroughbred Financial Services’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 		$1.14M Sell
5,793
-144
-2% -$27.9K 0.05% 279
2026
Q1 		$1.09M Sell
5,937
-82
-1% -$15.3K 0.07% 266
2025
Q4 		$1.07M Buy
6,019
+3
+0% +$525 0.06% 268
2025
Q3 		$1.05M Buy
6,016
+2
+0% +$340 0.06% 264
2025
Q2 		$989K Sell
6,014
-1,084
-15% -$172K 0.07% 273
2025
Q1 		$1.14M Sell
7,098
-42
-0.6% -$6.87K 0.07% 267
2024
Q4 		$1.16M Hold
7,140
– – 0.07% 259
2024
Q3 		$1.2M Buy
7,140
+43
+0.6% +$6.84K 0.08% 245
2024
Q2 		$1.07M Buy
7,097
+994
+16% +$151K 0.07% 251
2024
Q1 		$951K Sell
6,103
-1,094
-15% -$161K 0.09% 204
2023
Q4 		$1.04M Sell
7,197
-1,796
-20% -$241K 0.08% 230
2023
Q3 		$1.18M Sell
8,993
-1,085
-11% -$150K 0.12% 188
2023
Q2 		$1.39M Buy
10,078
+2
+0% +$267 0.18% 126
2023
Q1 		$1.35M Buy
10,076
+377
+4% +$52.3K 0.2% 125
2022
Q4 		$1.31M Buy
9,699
+411
+4% +$55.1K 0.21% 123
2022
Q3 		$1.13M Buy
9,288
+566
+6% +$76.6K 0.22% 117
2022
Q2 		$1.13M Buy
8,722
+4,043
+86% +$572K 0.21% 121
2022
Q1 		$700K Buy
4,679
+2,240
+92% +$329K 0.11% 184
2021
Q4 		$366K Buy
2,439
+1
+0% +$147 0.08% 241
2021
Q3 		$340K Buy
2,438
+62
+3% +$8.81K 0.08% 225
2021
Q2 		$334K Buy
2,376
+12
+0.5% +$1.7K 0.08% 225
2021
Q1 		$318K Buy
2,364
+40
+2% +$5.12K 0.09% 211
2020
Q4 		$276K Sell
2,324
-235
-9% -$26.3K 0.09% 202
2020
Q3 		$259K Sell
2,559
-226
-8% -$22.9K 0.1% 191
2020
Q2 		$267K Buy
2,785
+74
+3% +$6.79K 0.11% 177
2020
Q1 		$220K Buy
2,711
+703
+35% +$75.7K 0.08% 224
2019
Q4 		$239K Buy
+2,008
New +$231K 0.08% 221

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

Thoroughbred Financial Services's VOE Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.4% in Q2 2026, selling an estimated $27.9K and leaving 5,793 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #279.

Thoroughbred Financial Services first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q2 2023. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Thoroughbred Financial Services held 5,793 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.14M as of Q2 2026.
  • Thoroughbred Financial Services sold 144 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $27.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Thoroughbred Financial Services's portfolio in Q2 2026, its #279 holding.
  • Thoroughbred Financial Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Thoroughbred Financial Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.39M in Q2 2023.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.