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Verus Capital Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Verus Capital 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
Q1 		$4.11M Buy
22,310
+5,111
+30% +$955K 0.28% 67
2025
Q4 		$3.05M Buy
17,199
+4,868
+39% +$852K 0.2% 77
2025
Q3 		$2.15M Buy
12,331
+579
+5% +$98.5K 0.17% 79
2025
Q2 		$1.93M Buy
11,752
+502
+4% +$79.5K 0.17% 80
2025
Q1 		$1.81M Sell
11,250
-1,422
-11% -$232K 0.18% 77
2024
Q4 		$2.05M Sell
12,672
-102
-0.8% -$17.2K 0.2% 73
2024
Q3 		$2.14M Sell
12,774
-5,474
-30% -$870K 0.21% 71
2024
Q2 		$2.75M Buy
18,248
+699
+4% +$106K 0.28% 54
2024
Q1 		$2.74M Sell
17,549
-3,928
-18% -$577K 0.3% 48
2023
Q4 		$3.11M Sell
21,477
-8,330
-28% -$1.12M 0.38% 38
2023
Q3 		$3.9M Buy
29,807
+1,211
+4% +$168K 0.54% 29
2023
Q2 		$3.96M Buy
28,596
+1,954
+7% +$260K 0.56% 31
2023
Q1 		$3.57M Buy
26,642
+717
+3% +$99.5K 0.56% 30
2022
Q4 		$3.51M Buy
25,925
+3,672
+17% +$493K 0.66% 27
2022
Q3 		$2.71M Buy
22,253
+2,025
+10% +$274K 0.51% 35
2022
Q2 		$2.61M Buy
20,228
+3,606
+22% +$510K 0.51% 36
2022
Q1 		$2.39M Buy
+16,622
New +$2.44M 0.37% 43
2020
Q1 		$461K Sell
5,671
-1,166
-17% -$126K 0.14% 98
2019
Q4 		$815K Buy
+6,837
New +$788K 0.27% 66

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Verus Capital Partners's VOE Position: Q1 2026 in Review

Verus Capital Partners increased its Vanguard Mid-Cap Value ETF (VOE) stake by 30% in Q1 2026, buying an estimated $955K and bringing the position to 22,310 shares worth $4.11M. The position accounts for 0.28% of the portfolio, ranked #67.

Verus Capital Partners first reported a position in VOE in Q4 2019 and has held it in 19 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Verus Capital Partners held 22,310 shares of Vanguard Mid-Cap Value ETF worth $4.11M as of Q1 2026.
  • Verus Capital Partners bought 5,111 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $955K.
  • Vanguard Mid-Cap Value ETF made up 0.28% of Verus Capital Partners's portfolio in Q1 2026, its #67 holding.
  • Verus Capital Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 19 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.