Twin Focus Capital Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Twin Focus Capital Partners’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	$8.76M	Buy	44,344 +1,368	+3%	+$265K	0.89%	30
2026 Q1	$7.92M	Buy	42,976 +2,587	+6%	+$483K	0.91%	28
2025 Q4	$7.16M	Buy	40,389 +1,290	+3%	+$226K	0.83%	33
2025 Q3	$6.83M	Buy	39,099 +1,605	+4%	+$273K	0.87%	30
2025 Q2	$6.17M	Buy	37,494 +120	+0.3%	+$19K	0.86%	30
2025 Q1	$6M	Buy	37,374 +699	+2%	+$114K	0.93%	27
2024 Q4	$5.93M	Buy	36,675 +3,812	+12%	+$643K	0.88%	30
2024 Q3	$5.51M	Buy	32,863 +4,707	+17%	+$748K	0.87%	34
2024 Q2	$4.24M	Buy	28,156 +900	+3%	+$137K	0.68%	39
2024 Q1	$4.25M	Buy	27,256 +125	+0.5%	+$18.4K	0.81%	34
2023 Q4	$3.93M	Sell	27,131 -9,282	-25%	-$1.25M	0.8%	35
2023 Q3	$4.77M	Buy	36,413 +666	+2%	+$92.2K	1.07%	29
2023 Q2	$4.95M	Sell	35,747 -5,218	-13%	-$696K	1%	31
2023 Q1	$5.49M	Buy	40,965 +7,077	+21%	+$982K	1.09%	28
2022 Q4	$4.58M	Sell	33,888 -9,926	-23%	-$1.33M	0.96%	35
2022 Q3	$5.33M	Sell	43,814 -2,744	-6%	-$371K	1.28%	22
2022 Q2	$6.03M	Sell	46,558 -316	-0.7%	-$44.7K	1.35%	21
2022 Q1	$7.02M	Buy	46,874 +10,763	+30%	+$1.58M	1.36%	21
2021 Q4	$5.43M	Buy	36,111 +8,421	+30%	+$1.24M	1.09%	25
2021 Q3	$3.87M	Buy	27,690 +5,771	+26%	+$820K	0.9%	27
2021 Q2	$3.08M	Buy	21,919 +9,336	+74%	+$1.32M	0.71%	30
2021 Q1	$1.7M	Buy	12,583 +10,383	+472%	+$1.33M	0.49%	38
2020 Q4	$262K	Buy	+2,200	New	+$246K	0.08%	131
2018 Q4	–	Sell	-2,212	Closed	-$250K	–	118
2018 Q3	$250K	Hold	2,212	–	–	0.13%	85
2018 Q2	$244K	Hold	2,212	–	–	0.12%	87
2018 Q1	$242K	Hold	2,212	–	–	0.12%	84
2017 Q4	$247K	Buy	2,212 +250	+13%	+$27.1K	0.13%	80
2017 Q3	$207K	Hold	1,962	–	–	0.11%	89
2017 Q2	$202K	Buy	+1,962	New	+$201K	0.11%	89

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

Twin Focus Capital Partners's VOE Position: Q2 2026 in Review

Twin Focus Capital Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.2% in Q2 2026, buying an estimated $265K and bringing the position to 44,344 shares worth $8.76M. The position accounts for 0.89% of the portfolio, ranked #30.

Twin Focus Capital Partners first reported a position in VOE in Q2 2017 and has held it in 29 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Twin Focus Capital Partners held 44,344 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.76M as of Q2 2026.
Twin Focus Capital Partners bought 1,368 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $265K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.89% of Twin Focus Capital Partners's portfolio in Q2 2026, its #30 holding.
Twin Focus Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 29 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.