Veridan Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Veridan Wealth’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	$4.07M	Buy	22,094 +335	+2%	+$62.6K	1.51%	19
2025 Q4	$3.86M	Buy	21,759 +301	+1%	+$52.7K	1.3%	20
2025 Q3	$3.75M	Buy	+21,458	New	+$3.65M	1.29%	20
2025 Q1	$3.3M	Buy	20,575 +1,060	+5%	+$173K	1.49%	21
2024 Q4	$3.22M	Buy	+19,515	New	+$3.29M	1.51%	20
2024 Q2	$3.44M	Buy	+20,913	New	+$3.17M	1.38%	22

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

Veridan Wealth's VOE Position: Q1 2026 in Review

Veridan Wealth increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.5% in Q1 2026, buying an estimated $62.6K and bringing the position to 22,094 shares worth $4.07M. The position accounts for 1.51% of the portfolio, ranked #19.

Veridan Wealth first reported a position in VOE in Q2 2024 and has held it in 6 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Veridan Wealth held 22,094 shares of Vanguard Mid-Cap Value ETF worth $4.07M as of Q1 2026.
Veridan Wealth bought 335 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $62.6K.
Vanguard Mid-Cap Value ETF made up 1.51% of Veridan Wealth's portfolio in Q1 2026, its #19 holding.
Veridan Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q2 2024 and has held it in 6 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.