Victory Financial Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Victory Financial Group’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	$1.82M	Sell	9,869 -420	-4%	-$78.5K	0.22%	74
2025 Q4	$1.82M	Buy	10,289 +4,189	+69%	+$733K	0.23%	70
2025 Q3	$1.07M	Sell	6,100 -323	-5%	-$55K	0.15%	89
2025 Q2	$1.06M	Sell	6,423 -417	-6%	-$66K	0.17%	68
2025 Q1	$1.1M	Sell	6,840 -1,093	-14%	-$179K	0.21%	59
2024 Q4	$1.28M	Buy	+7,933	New	+$1.34M	0.34%	44
2024 Q2	$1.03M	Sell	6,826 -517	-7%	-$78.5K	0.48%	30
2024 Q1	$1.14M	Sell	7,343 -1,654	-18%	-$243K	0.68%	22
2023 Q4	$1.3M	Buy	+8,997	New	+$1.21M	0.88%	24

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

Victory Financial Group's VOE Position: Q1 2026 in Review

Victory Financial Group reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 4.1% in Q1 2026, selling an estimated $78.5K and leaving 9,869 shares worth $1.82M. The position accounts for 0.22% of the portfolio, ranked #74.

Victory Financial Group first reported a position in VOE in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.82M in Q4 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Victory Financial Group held 9,869 shares of Vanguard Mid-Cap Value ETF worth $1.82M as of Q1 2026.
Victory Financial Group sold 420 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $78.5K.
Vanguard Mid-Cap Value ETF made up 0.22% of Victory Financial Group's portfolio in Q1 2026, its #74 holding.
Victory Financial Group first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
Victory Financial Group's Vanguard Mid-Cap Value ETF position peaked at $1.82M in Q4 2025.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.