Tradewinds Capital 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
2026
Q2
$136K Buy
687
+4
+0.6% +$774 0.02% 135
2026
Q1
$126K Hold
683
0.03% 136
2025
Q4
$121K Buy
683
+681
+34,050% +$119K 0.03% 136
2025
Q3
$350 Hold
2
﹤0.01% 622
2025
Q2
$329 Hold
2
﹤0.01% 577
2025
Q1
$322 Hold
2
﹤0.01% 606
2024
Q4
$324 Hold
2
﹤0.01% 623
2024
Q3
$336 Buy
+2
New +$318 ﹤0.01% 576
2022
Q2
Sell
-7
Closed -$1K 794
2022
Q1
$1K Buy
+7
New +$1.03K ﹤0.01% 754

Other funds holding VOE

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

Tradewinds Capital Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.59% in Q2 2026, buying an estimated $774 and bringing the position to 687 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #135.

Tradewinds Capital Management first reported a position in VOE in Q1 2022 and has held it in 9 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Tradewinds Capital Management held 687 shares of Vanguard Morningstar Mid-Cap Value ETF worth $136K as of Q2 2026.
  • Tradewinds Capital Management bought 4 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $774.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Tradewinds Capital Management's portfolio in Q2 2026, its #135 holding.
  • Tradewinds Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 9 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.