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Washington Trust Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Washington Trust Advisors’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 		$2.89M Sell
15,702
-8
-0.1% -$1.5K 0.23% 66
2025
Q4 		$2.79M Buy
15,710
+243
+2% +$42.5K 0.21% 66
2025
Q3 		$2.7M Buy
15,467
+223
+1% +$37.9K 0.21% 68
2025
Q2 		$2.51M Buy
15,244
+299
+2% +$47.3K 0.2% 68
2025
Q1 		$2.4M Sell
14,945
-83
-0.6% -$13.6K 0.21% 68
2024
Q4 		$2.43M Buy
15,028
+33
+0.2% +$5.57K 0.2% 69
2024
Q3 		$2.51M Sell
14,995
-27
-0.2% -$4.29K 0.22% 68
2024
Q2 		$2.26M Sell
15,022
-855
-5% -$130K 0.21% 67
2024
Q1 		$2.48M Sell
15,877
-30
-0.2% -$4.41K 0.23% 65
2023
Q4 		$2.31M Sell
15,907
-140
-0.9% -$18.8K 0.22% 65
2023
Q3 		$2.1M Sell
16,047
-800
-5% -$111K 0.22% 68
2023
Q2 		$2.33M Sell
16,847
-51
-0.3% -$6.8K 0.23% 66
2023
Q1 		$2.27M Sell
16,898
-1,017
-6% -$141K 0.23% 65
2022
Q4 		$2.42M Sell
17,915
-64,983
-78% -$8.72M 0.26% 66
2022
Q3 		$10.1M Buy
82,898
+999
+1% +$135K 0.94% 34
2022
Q2 		$10.6M Buy
81,899
+2,193
+3% +$310K 0.94% 34
2022
Q1 		$11.9M Buy
79,706
+659
+0.8% +$96.9K 0.85% 39
2021
Q4 		$11.9M Buy
+79,047
New +$11.6M 0.8% 40

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

Washington Trust Advisors's VOE Position: Q1 2026 in Review

Washington Trust Advisors reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 0.05% in Q1 2026, selling an estimated $1.5K and leaving 15,702 shares worth $2.89M. The position accounts for 0.23% of the portfolio, ranked #66.

Washington Trust Advisors first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.9M in Q1 2022. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Washington Trust Advisors held 15,702 shares of Vanguard Mid-Cap Value ETF worth $2.89M as of Q1 2026.
  • Washington Trust Advisors sold 8 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.5K.
  • Vanguard Mid-Cap Value ETF made up 0.23% of Washington Trust Advisors's portfolio in Q1 2026, its #66 holding.
  • Washington Trust Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's Vanguard Mid-Cap Value ETF position peaked at $11.9M in Q1 2022.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.