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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
Q2 		$9.68K 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 		$7.11K Buy
+49
New +$6.58K 0.02% 270

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Vima LLC's VOE Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 49 shares worth $9.68K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: Vima LLC previously reported a position in VOE as recently as Q1 2024.

Vima LLC first reported a position in VOE in Q4 2023 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Vima LLC held 49 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.68K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Vima LLC's portfolio in Q2 2026, its #279 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.