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Vise Technologies’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Vise Technologies’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 		$3.29M Hold
18,563
– – 0.06% 242
2025
Q4 		$3.29M Buy
18,563
+13,259
+250% +$2.32M 0.06% 243
2025
Q3 		$926K Buy
5,304
+359
+7% +$61.1K 0.03% 448
2025
Q2 		$813K Buy
+4,945
New +$783K 0.03% 485

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

Vise Technologies's VOE Position: Q1 2026 in Review

Vise Technologies held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 18,563 shares worth $3.29M. The position accounts for 0.06% of the portfolio, ranked #242.

Vise Technologies first reported a position in VOE in Q2 2025 and has held it in 4 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Vise Technologies held 18,563 shares of Vanguard Mid-Cap Value ETF worth $3.29M as of Q1 2026.
  • Vise Technologies left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Value ETF made up 0.06% of Vise Technologies's portfolio in Q1 2026, its #242 holding.
  • Vise Technologies first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.