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Wealth Effects’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Wealth Effects’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 		$303K Buy
1,642
+27
+2% +$5.04K 0.11% 157
2025
Q4 		$286K Buy
1,615
+23
+1% +$4.03K 0.09% 159
2025
Q3 		$278K Buy
1,592
+14
+0.9% +$2.38K 0.09% 165
2025
Q2 		$260K Buy
1,578
+10
+0.6% +$1.58K 0.1% 169
2025
Q1 		$252K Buy
1,568
+12
+0.8% +$1.96K 0.11% 163
2024
Q4 		$252K Buy
1,556
+18
+1% +$3.04K 0.09% 179
2024
Q3 		$258K Buy
1,538
+21
+1% +$3.34K 0.09% 172
2024
Q2 		$228K Buy
1,517
+10
+0.7% +$1.52K 0.08% 173
2024
Q1 		$235K Buy
1,507
+17
+1% +$2.5K 0.09% 177
2023
Q4 		$216K Buy
+1,490
New +$200K 0.08% 196
2023
Q3 		– Sell
-1,450
Closed -$201K – 206
2023
Q2 		$201K Buy
+1,450
New +$193K 0.09% 175

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

Wealth Effects's VOE Position: Q1 2026 in Review

Wealth Effects increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.7% in Q1 2026, buying an estimated $5.04K and bringing the position to 1,642 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #157.

Wealth Effects first reported a position in VOE in Q2 2023 and has held it in 11 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Wealth Effects held 1,642 shares of Vanguard Mid-Cap Value ETF worth $303K as of Q1 2026.
  • Wealth Effects bought 27 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $5.04K.
  • Vanguard Mid-Cap Value ETF made up 0.11% of Wealth Effects's portfolio in Q1 2026, its #157 holding.
  • Wealth Effects first reported a position in Vanguard Mid-Cap Value ETF in Q2 2023 and has held it in 11 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.