White Lighthouse Investment Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.47M | Buy |
18,818
+293
| +2% | +$54.7K | 0.48% | 36 |
|
|
2025
Q4 | $3.29M | Sell |
18,525
-59
| -0.3% | -$10.3K | 0.46% | 38 |
|
|
2025
Q3 | $3.24M | Sell |
18,584
-406
| -2% | -$69.1K | 0.49% | 37 |
|
|
2025
Q2 | $3.12M | Buy |
18,990
+145
| +0.8% | +$23K | 0.51% | 38 |
|
|
2025
Q1 | $3.03M | Sell |
18,845
-391
| -2% | -$63.9K | 0.54% | 34 |
|
|
2024
Q4 | $3.11M | Buy |
19,236
+345
| +2% | +$58.2K | 0.55% | 35 |
|
|
2024
Q3 | $3.17M | Sell |
18,891
-563
| -3% | -$89.5K | 0.57% | 34 |
|
|
2024
Q2 | $2.93M | Sell |
19,454
-565
| -3% | -$85.7K | 0.56% | 34 |
|
|
2024
Q1 | $3.12M | Sell |
20,019
-386
| -2% | -$56.7K | 0.63% | 33 |
|
|
2023
Q4 | $2.96M | Sell |
20,405
-759
| -4% | -$102K | 0.65% | 32 |
|
|
2023
Q3 | $2.77M | Sell |
21,164
-291
| -1% | -$40.3K | 0.67% | 30 |
|
|
2023
Q2 | $2.97M | Sell |
21,455
-3
| -0% | -$400 | 0.71% | 28 |
|
|
2023
Q1 | $2.88M | Sell |
21,458
-131
| -0.6% | -$18.2K | 0.72% | 30 |
|
|
2022
Q4 | $2.92M | Sell |
21,589
-618
| -3% | -$82.9K | 0.79% | 28 |
|
|
2022
Q3 | $2.7M | Buy |
22,207
+855
| +4% | +$116K | 0.79% | 29 |
|
|
2022
Q2 | $2.77M | Buy |
21,352
+580
| +3% | +$82K | 0.79% | 29 |
|
|
2022
Q1 | $3.11M | Buy |
20,772
+55
| +0.3% | +$8.09K | 0.79% | 30 |
|
|
2021
Q4 | $3.11M | Buy |
20,717
+590
| +3% | +$86.6K | 0.78% | 31 |
|
|
2021
Q3 | $2.81M | Buy |
20,127
+678
| +3% | +$96.3K | 0.75% | 33 |
|
|
2021
Q2 | $2.73M | Buy |
19,449
+573
| +3% | +$81K | 0.75% | 33 |
|
|
2021
Q1 | $2.55M | Sell |
18,876
-1,610
| -8% | -$206K | 0.78% | 31 |
|
|
2020
Q4 | $2.44M | Buy |
20,486
+291
| +1% | +$32.6K | 0.78% | 31 |
|
|
2020
Q3 | $2.05M | Sell |
20,195
-2,435
| -11% | -$247K | 0.71% | 34 |
|
|
2020
Q2 | $2.17M | Sell |
22,630
-6,890
| -23% | -$632K | 0.8% | 32 |
|
|
2020
Q1 | $2.4M | Buy |
29,520
+831
| +3% | +$89.5K | 1% | 28 |
|
|
2019
Q4 | $3.42M | Buy |
28,689
+301
| +1% | +$34.7K | 1.25% | 21 |
|
|
2019
Q3 | $3.21M | Buy |
28,388
+1,186
| +4% | +$132K | 1.29% | 21 |
|
|
2019
Q2 | $3.03M | Buy |
27,202
+1,399
| +5% | +$153K | 1.26% | 21 |
|
|
2019
Q1 | $2.78M | Buy |
25,803
+3,660
| +17% | +$384K | 1.28% | 20 |
|
|
2018
Q4 | $2.11M | Buy |
22,143
+673
| +3% | +$70.7K | 1.16% | 21 |
|
|
2018
Q3 | $2.43M | Buy |
21,470
+655
| +3% | +$74.4K | 1.24% | 22 |
|
|
2018
Q2 | $2.3M | Buy |
20,815
+2,381
| +13% | +$264K | 1.26% | 21 |
|
|
2018
Q1 | $2.02M | Buy |
18,434
+377
| +2% | +$42.4K | 1.16% | 22 |
|
|
2017
Q4 | $2.02M | Buy |
+18,057
| New | +$1.95M | 1.16% | 21 |
|
Other funds holding VOE
EWA
TCIIS
White Lighthouse Investment Management's VOE Position: Q1 2026 in Review
White Lighthouse Investment Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 1.6% in Q1 2026, buying an estimated $54.7K and bringing the position to 18,818 shares worth $3.47M. The position accounts for 0.48% of the portfolio, ranked #36.
White Lighthouse Investment Management first reported a position in VOE in Q4 2017 and has held it in 34 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.
- White Lighthouse Investment Management held 18,818 shares of Vanguard Mid-Cap Value ETF worth $3.47M as of Q1 2026.
- White Lighthouse Investment Management bought 293 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $54.7K.
- Vanguard Mid-Cap Value ETF made up 0.48% of White Lighthouse Investment Management's portfolio in Q1 2026, its #36 holding.
- White Lighthouse Investment Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
- 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.
Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.