Tortoise Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-480
| Closed | -$83.8K | – | 1410 |
|
|
2025
Q3 | $83.8K | Buy |
480
+25
| +5% | +$4.25K | 0.01% | 334 |
|
|
2025
Q2 | $74.8K | Hold |
455
| – | – | 0.01% | 331 |
|
|
2025
Q1 | $73K | Sell |
455
-207
| -31% | -$33.8K | 0.01% | 320 |
|
|
2024
Q4 | $107K | Hold |
662
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $111K | Hold |
662
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $99.6K | Buy |
662
+85
| +15% | +$12.9K | 0.01% | 300 |
|
|
2024
Q1 | $90K | Hold |
577
| – | – | 0.01% | 307 |
|
|
2023
Q4 | $83.7K | Buy |
577
+81
| +16% | +$10.9K | 0.01% | 298 |
|
|
2023
Q3 | $65K | Buy |
496
+69
| +16% | +$9.56K | 0.01% | 314 |
|
|
2023
Q2 | $59.1K | Hold |
427
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $57.2K | Hold |
427
| – | – | 0.01% | 322 |
|
|
2022
Q4 | $57.7K | Hold |
427
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $52K | Buy |
427
+377
| +754% | +$51K | 0.01% | 308 |
|
|
2022
Q2 | $6K | Buy |
50
+1
| +2% | +$141 | ﹤0.01% | 575 |
|
|
2022
Q1 | $7K | Hold |
49
| – | – | ﹤0.01% | 541 |
|
|
2021
Q4 | $7K | Hold |
49
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $7K | Buy |
49
+2
| +4% | +$284 | ﹤0.01% | 505 |
|
|
2021
Q2 | $7K | Hold |
47
| – | – | ﹤0.01% | 500 |
|
|
2021
Q1 | $6K | Buy |
47
+3
| +7% | +$384 | ﹤0.01% | 487 |
|
|
2020
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 474 |
|
|
2020
Q3 | $4K | Buy |
44
+3
| +7% | +$304 | ﹤0.01% | 457 |
|
|
2020
Q2 | $4K | Buy |
41
+7
| +21% | +$642 | ﹤0.01% | 434 |
|
|
2020
Q1 | $3K | Buy |
34
+4
| +13% | +$431 | ﹤0.01% | 469 |
|
|
2019
Q4 | $4K | Buy |
30
+3
| +11% | +$346 | ﹤0.01% | 502 |
|
|
2019
Q3 | $3K | Buy |
27
+2
| +8% | +$222 | ﹤0.01% | 520 |
|
|
2019
Q2 | $3K | Buy |
25
+3
| +14% | +$329 | ﹤0.01% | 549 |
|
|
2019
Q1 | $2K | Buy |
22
+5
| +29% | +$525 | ﹤0.01% | 573 |
|
|
2018
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 514 |
|
|
2018
Q3 | $2K | Buy |
17
+3
| +21% | +$341 | ﹤0.01% | 520 |
|
|
2018
Q2 | $2K | Buy |
14
+1
| +8% | +$111 | ﹤0.01% | 531 |
|
|
2018
Q1 | $1K | Buy |
13
+3
| +30% | +$337 | ﹤0.01% | 530 |
|
|
2017
Q4 | $1K | Buy |
10
+4
| +67% | +$433 | ﹤0.01% | 550 |
|
|
2017
Q3 | $1K | Buy |
6
+2
| +50% | +$208 | ﹤0.01% | 481 |
|
|
2017
Q2 | $0 | Buy |
4
+1
| +33% | +$102 | ﹤0.01% | 519 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | +$302 | ﹤0.01% | 517 |
|
|
2014
Q2 | – | Sell |
-264
| Closed | -$22K | – | 437 |
|
|
2014
Q1 | $22K | Buy |
+264
| New | +$21.2K | 0.01% | 226 |
|
Other funds holding VOE
EWA
Tortoise Investment Management's VOE Position: Q4 2025 in Review
Tortoise Investment Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q4 2025, closing a stake of 480 shares — an estimated $83.8K sold.
Tortoise Investment Management first reported a position in VOE in Q1 2014 and held it in 36 quarters. The position peaked at $111K in Q3 2024. 1,199 funds tracked by Wall St. Rank hold VOE as of Q4 2025.
- Tortoise Investment Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 480 Vanguard Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $83.8K.
- Tortoise Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2014 and held it in 36 quarters.
- Tortoise Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $111K in Q3 2024.
- 1,199 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.