Vima LLC
VOE icon

Vima LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Vima LLC’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
Q3 		$9.6K Hold
49
– – 0.01% 263
2026
Q2 		$9.7K Buy
+49
New +$9.48K 0.01% 279
2024
Q2 		– Sell
-49
Closed -$6.57K – 368
2024
Q1 		$6.57K Hold
49
– – 0.01% 272
2023
Q4 		$7.1K Buy
+49
New +$6.58K 0.02% 270

Other funds holding VOE

AssetMark Inc
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Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vima LLC's VOE Position: Q3 2026 in Review

Vima LLC held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 49 shares worth $9.6K. The position accounts for 0.01% of the portfolio, ranked #263.

Vima LLC first reported a position in VOE in Q4 2023 and has held it in 4 quarters since. The position peaked at $9.7K in Q2 2026. 606 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Vima LLC held 49 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.6K as of Q3 2026.
  • Vima LLC left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Vima LLC's portfolio in Q3 2026, its #263 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $9.7K in Q2 2026.
  • 606 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.