Wealthspire Advisors (New York)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Wealthspire Advisors (New York)’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	$19.4M	Buy	105,266 +17,963	+21%	+$3.36M	0.15%	77
2025 Q4	$15.5M	Buy	87,303 +28,068	+47%	+$4.91M	0.12%	87
2025 Q3	$10.3M	Buy	59,235 +1,278	+2%	+$217K	0.05%	113
2025 Q2	$9.53M	Sell	57,957 -1,586	-3%	-$251K	0.05%	120
2025 Q1	$9.56M	Sell	59,543 -119	-0.2%	-$19.5K	0.06%	116
2024 Q4	$9.65M	Sell	59,662 -2,168	-4%	-$366K	0.1%	97
2024 Q3	$10.4M	Sell	61,830 -5,392	-8%	-$857K	0.11%	98
2024 Q2	$10.1M	Sell	67,222 -6,434	-9%	-$976K	0.13%	77
2024 Q1	$11.5M	Sell	73,656 -3,464	-4%	-$509K	0.15%	66
2023 Q4	$11.2M	Sell	77,120 -3,728	-5%	-$501K	0.16%	62
2023 Q3	$10.6M	Sell	80,848 -4,989	-6%	-$691K	0.17%	60
2023 Q2	$11.9M	Sell	85,837 -5,756	-6%	-$767K	0.19%	60
2023 Q1	$12.3M	Sell	91,593 -5,920	-6%	-$821K	0.21%	58
2022 Q4	$13.2M	Sell	97,513 -14,713	-13%	-$1.97M	0.24%	56
2022 Q3	$13.7M	Buy	112,226 +96,132	+597%	+$13M	0.29%	52
2022 Q2	$2.08M	Buy	16,094 +3,961	+33%	+$560K	0.04%	143
2022 Q1	$1.82M	Buy	12,133 +1,189	+11%	+$175K	0.04%	133
2021 Q4	$1.65M	Buy	10,944 +590	+6%	+$86.6K	0.04%	165
2021 Q3	$1.45M	Buy	10,354 +3,776	+57%	+$536K	0.03%	204
2021 Q2	$924K	Sell	6,578 -8,377	-56%	-$1.18M	0.02%	168
2021 Q1	$2.02M	Buy	14,955 +10,285	+220%	+$1.32M	0.05%	174
2020 Q4	$556K	Buy	+4,670	New	+$523K	0.02%	286
2020 Q2	–	Sell	-2,856	Closed	-$232K	–	525
2020 Q1	$232K	Buy	+2,856	New	+$308K	0.01%	448
2019 Q1	–	Sell	-3	Closed	–	–	776
2018 Q4	$0	Buy	+3	New	+$315	﹤0.01%	923

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s VOE Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Mid-Cap Value ETF (VOE) stake by 21% in Q1 2026, buying an estimated $3.36M and bringing the position to 105,266 shares worth $19.4M. The position accounts for 0.15% of the portfolio, ranked #77.

Wealthspire Advisors (New York) first reported a position in VOE in Q4 2018 and has held it in 24 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Wealthspire Advisors (New York) held 105,266 shares of Vanguard Mid-Cap Value ETF worth $19.4M as of Q1 2026.
Wealthspire Advisors (New York) bought 17,963 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $3.36M.
Vanguard Mid-Cap Value ETF made up 0.15% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #77 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and has held it in 24 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.