Washington Trust Advisors’s Vanguard Morningstar 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 Q2	$3.15M	Buy	15,936 +234	+1%	+$45.3K	0.23%	67
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 New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Washington Trust Advisors's VOE Position: Q2 2026 in Review

Washington Trust Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.5% in Q2 2026, buying an estimated $45.3K and bringing the position to 15,936 shares worth $3.15M. The position accounts for 0.23% of the portfolio, ranked #67.

Washington Trust Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q1 2022. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Washington Trust Advisors held 15,936 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.15M as of Q2 2026.
Washington Trust Advisors bought 234 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $45.3K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.23% of Washington Trust Advisors's portfolio in Q2 2026, its #67 holding.
Washington Trust Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $11.9M in Q1 2022.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.