VIA
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Vantagepoint Investment Advisers’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Vantagepoint Investment Advisers’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 		$124M Buy
626,144
+14,022
+2% +$2.71M 0.93% 45
2026
Q1 		$113M Sell
612,122
-11,219
-2% -$2.1M 0.96% 42
2025
Q4 		$111M Buy
623,341
+23,088
+4% +$4.04M 0.89% 43
2025
Q3 		$105M Buy
+600,253
New +$102M 0.86% 46

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vantagepoint Investment Advisers's VOE Position: Q2 2026 in Review

Vantagepoint Investment Advisers increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.3% in Q2 2026, buying an estimated $2.71M and bringing the position to 626,144 shares worth $124M. The position accounts for 0.93% of the portfolio, ranked #45.

Vantagepoint Investment Advisers first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Vantagepoint Investment Advisers held 626,144 shares of Vanguard Morningstar Mid-Cap Value ETF worth $124M as of Q2 2026.
  • Vantagepoint Investment Advisers bought 14,022 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.71M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.93% of Vantagepoint Investment Advisers's portfolio in Q2 2026, its #45 holding.
  • Vantagepoint Investment Advisers first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.