VVP
VOE icon

Venture Visionary Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Venture Visionary 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 		$336K Buy
1,701
+8
+0.5% +$1.55K 0.01% 544
2026
Q1 		$312K Buy
1,693
+9
+0.5% +$1.68K 0.01% 506
2025
Q4 		$299K Buy
1,684
+17
+1% +$2.98K 0.01% 520
2025
Q3 		$291K Buy
1,667
+9
+0.5% +$1.53K 0.01% 514
2025
Q2 		$273K Hold
1,658
– – 0.01% 499
2025
Q1 		$266K Buy
1,658
+11
+0.7% +$1.8K 0.01% 485
2024
Q4 		$267K Buy
1,647
+9
+0.5% +$1.52K 0.01% 475
2024
Q3 		$275K Buy
1,638
+18
+1% +$2.86K 0.01% 470
2024
Q2 		$244K Hold
1,620
– – 0.01% 492
2024
Q1 		$253K Buy
1,620
+7
+0.4% +$1.03K 0.01% 483
2023
Q4 		$234K Buy
1,613
+13
+0.8% +$1.75K 0.01% 466
2023
Q3 		$210K Buy
1,600
+9
+0.6% +$1.25K 0.01% 463
2023
Q2 		$220K Buy
1,591
+8
+0.5% +$1.07K 0.01% 468
2023
Q1 		$212K Buy
1,583
+9
+0.6% +$1.25K 0.01% 464
2022
Q4 		$213K Buy
+1,574
New +$211K 0.02% 439
2022
Q3 		– Sell
-1,552
Closed -$201K – 1513
2022
Q2 		$201K Buy
1,552
+7
+0.5% +$990 0.02% 442
2022
Q1 		$231K Buy
1,545
+7
+0.5% +$1.03K 0.02% 456
2021
Q4 		$231K Buy
1,538
+8
+0.5% +$1.18K 0.02% 466
2021
Q3 		$213K Buy
1,530
+7
+0.5% +$994 0.02% 478
2021
Q2 		$214K Sell
1,523
-24
-2% -$3.39K 0.02% 462
2021
Q1 		$208K Buy
+1,547
New +$198K 0.02% 440

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

Venture Visionary Partners's VOE Position: Q2 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.47% in Q2 2026, buying an estimated $1.55K and bringing the position to 1,701 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #544.

Venture Visionary Partners first reported a position in VOE in Q1 2021 and has held it in 21 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Venture Visionary Partners held 1,701 shares of Vanguard Morningstar Mid-Cap Value ETF worth $336K as of Q2 2026.
  • Venture Visionary Partners bought 8 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.55K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #544 holding.
  • Venture Visionary Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.