VCP
VOE icon

Verus Capital Partners’s Vanguard Morningstar 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
Q2 		$3.24M Sell
16,372
-5,938
-27% -$1.15M 0.18% 86
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 $1.89T 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

Verus Capital Partners's VOE Position: Q2 2026 in Review

Verus Capital Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 27% in Q2 2026, selling an estimated $1.15M and leaving 16,372 shares worth $3.24M. The position accounts for 0.18% of the portfolio, ranked #86.

Verus Capital Partners first reported a position in VOE in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.11M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Verus Capital Partners held 16,372 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.24M as of Q2 2026.
  • Verus Capital Partners sold 5,938 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.15M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.18% of Verus Capital Partners's portfolio in Q2 2026, its #86 holding.
  • Verus Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 20 quarters since.
  • Verus Capital Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.11M in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.