UMB Bank’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 | $5.94M | Sell |
30,081
-1,047
| -3% | -$203K | 0.08% | 164 |
|
|
2026
Q1 | $5.74M | Sell |
31,128
-3,430
| -10% | -$641K | 0.08% | 157 |
|
|
2025
Q4 | $6.13M | Sell |
34,558
-883
| -2% | -$155K | 0.08% | 163 |
|
|
2025
Q3 | $6.19M | Sell |
35,441
-204
| -0.6% | -$34.7K | 0.09% | 151 |
|
|
2025
Q2 | $5.86M | Sell |
35,645
-2,119
| -6% | -$336K | 0.09% | 155 |
|
|
2025
Q1 | $6.06M | Sell |
37,764
-445
| -1% | -$72.8K | 0.1% | 145 |
|
|
2024
Q4 | $6.18M | Buy |
38,209
+169
| +0.4% | +$28.5K | 0.1% | 137 |
|
|
2024
Q3 | $6.38M | Sell |
38,040
-4,726
| -11% | -$751K | 0.1% | 138 |
|
|
2024
Q2 | $6.43M | Sell |
42,766
-245
| -0.6% | -$37.2K | 0.11% | 137 |
|
|
2024
Q1 | $6.71M | Buy |
43,011
+3,608
| +9% | +$530K | 0.11% | 142 |
|
|
2023
Q4 | $5.71M | Sell |
39,403
-1,265
| -3% | -$170K | 0.08% | 154 |
|
|
2023
Q3 | $5.33M | Sell |
40,668
-1,099
| -3% | -$152K | 0.09% | 159 |
|
|
2023
Q2 | $5.78M | Sell |
41,767
-924
| -2% | -$123K | 0.09% | 161 |
|
|
2023
Q1 | $5.72M | Sell |
42,691
-1,530
| -3% | -$212K | 0.09% | 163 |
|
|
2022
Q4 | $5.98M | Sell |
44,221
-932
| -2% | -$125K | 0.09% | 163 |
|
|
2022
Q3 | $5.5M | Buy |
45,153
+2,874
| +7% | +$389K | 0.09% | 168 |
|
|
2022
Q2 | $5.48M | Sell |
42,279
-1,198
| -3% | -$169K | 0.09% | 183 |
|
|
2022
Q1 | $6.51M | Sell |
43,477
-2,668
| -6% | -$392K | 0.09% | 182 |
|
|
2021
Q4 | $6.94M | Buy |
46,145
+474
| +1% | +$69.6K | 0.09% | 180 |
|
|
2021
Q3 | $6.38M | Buy |
45,671
+1,152
| +3% | +$164K | 0.14% | 133 |
|
|
2021
Q2 | $6.25M | Buy |
44,519
+217
| +0.5% | +$30.7K | 0.14% | 128 |
|
|
2021
Q1 | $5.97M | Buy |
44,302
+5,155
| +13% | +$660K | 0.15% | 124 |
|
|
2020
Q4 | $4.66M | Sell |
39,147
-7,972
| -17% | -$893K | 0.13% | 128 |
|
|
2020
Q3 | $4.51M | Hold |
47,119
| – | – | 0.14% | 129 |
|
|
2020
Q2 | $4.51M | Sell |
47,119
-7,828
| -14% | -$718K | 0.14% | 129 |
|
|
2020
Q1 | $4.47M | Sell |
54,947
-2,027
| -4% | -$218K | 0.16% | 119 |
|
|
2019
Q4 | $6.79M | Buy |
56,974
+5,582
| +11% | +$643K | 0.19% | 107 |
|
|
2019
Q3 | $5.81K | Buy |
51,392
+3,606
| +8% | +$401K | 0.14% | 111 |
|
|
2019
Q2 | $5.32K | Buy |
47,786
+1,544
| +3% | +$169K | 0.13% | 113 |
|
|
2019
Q1 | $4.99M | Buy |
46,242
+3,060
| +7% | +$321K | 0.15% | 116 |
|
|
2018
Q4 | $4.11K | Buy |
43,182
+8,976
| +26% | +$942K | 0.13% | 116 |
|
|
2018
Q3 | $3.87M | Buy |
34,206
+4,314
| +14% | +$490K | 0.11% | 130 |
|
|
2018
Q2 | $3.3M | Buy |
29,892
+4,253
| +17% | +$471K | 0.1% | 134 |
|
|
2018
Q1 | $2.8M | Buy |
25,639
+6,696
| +35% | +$753K | 0.09% | 148 |
|
|
2017
Q4 | $2.11M | Buy |
18,943
+11,615
| +159% | +$1.26M | 0.07% | 167 |
|
|
2017
Q3 | $774K | Buy |
7,328
+2,949
| +67% | +$306K | 0.03% | 215 |
|
|
2017
Q2 | $450K | Buy |
+4,379
| New | +$448K | 0.02% | 249 |
|
Other funds holding VOE
EWA
UMB Bank's VOE Position: Q2 2026 in Review
UMB Bank reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.4% in Q2 2026, selling an estimated $203K and leaving 30,081 shares worth $5.94M. The position accounts for 0.08% of the portfolio, ranked #164.
UMB Bank first reported a position in VOE in Q2 2017 and has held it in 37 quarters since. The position peaked at $6.94M in Q4 2021. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- UMB Bank held 30,081 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.94M as of Q2 2026.
- UMB Bank sold 1,047 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $203K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.08% of UMB Bank's portfolio in Q2 2026, its #164 holding.
- UMB Bank first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 37 quarters since.
- UMB Bank's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.94M in Q4 2021.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.