Tidal Investments’s Vanguard 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 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 $1.66T 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

Tidal Investments's VOE Position: Q1 2026 in Review

Tidal Investments sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 8,142 shares — an estimated $1.44M sold.

Tidal Investments first reported a position in VOE in Q2 2023 and held it in 6 quarters. The position peaked at $1.88M in Q1 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Tidal Investments reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Tidal Investments sold 8,142 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.44M.
Tidal Investments first reported a position in Vanguard Mid-Cap Value ETF in Q2 2023 and held it in 6 quarters.
Tidal Investments's Vanguard Mid-Cap Value ETF position peaked at $1.88M in Q1 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.