Tidal Investments’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Tidal Investments’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	$1.46M	Buy	+7,370	New	+$1.43M	﹤0.01%	1534
2026 Q1	–	Sell	-8,142	Closed	-$1.44M	–	2600
2025 Q4	$1.44M	Buy	8,142 +43	+0.5%	+$7.53K	﹤0.01%	1086
2025 Q3	$1.41M	Buy	8,099 +248	+3%	+$42.2K	﹤0.01%	1051
2025 Q2	$1.29M	Buy	+7,851	New	+$1.24M	0.01%	917
2024 Q2	–	Sell	-12,040	Closed	-$1.88M	–	1935
2024 Q1	$1.88M	Buy	12,040 +606	+5%	+$89K	0.03%	568
2023 Q4	$1.66M	Buy	+11,434	New	+$1.54M	0.04%	422
2023 Q3	–	Sell	-4,049	Closed	-$560K	–	1389
2023 Q2	$560K	Buy	+4,049	New	+$540K	0.02%	766

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

Tidal Investments's VOE Position: Q2 2026 in Review

Tidal Investments opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 7,370 shares worth $1.46M. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Tidal Investments previously reported a position in VOE as recently as Q4 2025.

Tidal Investments first reported a position in VOE in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.88M in Q1 2024. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Tidal Investments held 7,370 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.46M as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Tidal Investments position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1534 holding.
Tidal Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 7 quarters since.
Tidal Investments's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.88M in Q1 2024.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.