U.S. Capital Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

U.S. Capital Wealth Advisors’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	$455K	Buy	2,470 +3	+0.1%	+$560	0.01%	696
2025 Q4	$438K	Buy	2,467 +5	+0.2%	+$875	0.01%	694
2025 Q3	$430K	Sell	2,462 -547	-18%	-$93.1K	0.01%	672
2025 Q2	$495K	Sell	3,009 -20	-0.7%	-$3.17K	0.01%	599
2025 Q1	$486K	Sell	3,029 -367	-11%	-$60K	0.01%	595
2024 Q4	$549K	Buy	3,396 +642	+23%	+$108K	0.02%	542
2024 Q3	$462K	Buy	2,754 +65	+2%	+$10.3K	0.02%	495
2024 Q2	$405K	Buy	2,689 +3	+0.1%	+$455	0.02%	498
2024 Q1	$419K	Sell	2,686 -504	-16%	-$74K	0.02%	493
2023 Q4	$463K	Sell	3,190 -258	-7%	-$34.7K	0.02%	465
2023 Q3	$452K	Buy	3,448 +421	+14%	+$58.3K	0.02%	447
2023 Q2	$419K	Sell	3,027 -590	-16%	-$78.7K	0.02%	472
2023 Q1	$485K	Buy	3,617 +564	+18%	+$78.2K	0.02%	434
2022 Q4	$413K	Sell	3,053 -155	-5%	-$20.8K	0.02%	487
2022 Q3	$391K	Buy	3,208 +182	+6%	+$24.6K	0.02%	484
2022 Q2	$392K	Sell	3,026 -104	-3%	-$14.7K	0.02%	513
2022 Q1	$468K	Buy	3,130 +335	+12%	+$49.3K	0.02%	529
2021 Q4	$420K	Buy	2,795 +35	+1%	+$5.14K	0.02%	546
2021 Q3	$385K	Buy	+2,760	New	+$392K	0.02%	561

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

U.S. Capital Wealth Advisors's VOE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.12% in Q1 2026, buying an estimated $560 and bringing the position to 2,470 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #696.

U.S. Capital Wealth Advisors first reported a position in VOE in Q3 2021 and has held it in 19 quarters since. The position peaked at $549K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

U.S. Capital Wealth Advisors held 2,470 shares of Vanguard Mid-Cap Value ETF worth $455K as of Q1 2026.
U.S. Capital Wealth Advisors bought 3 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $560.
Vanguard Mid-Cap Value ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #696 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $549K in Q4 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.