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World Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

World Investment 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 		$24.8M Sell
134,561
-961
-0.7% -$186K 0.41% 48
2026
Q1 		$25M Buy
135,522
+785
+0.6% +$147K 0.4% 48
2025
Q4 		$23.9M Buy
134,737
+13,576
+11% +$2.38M 0.39% 47
2025
Q3 		$21.2M Buy
121,161
+113,739
+1,532% +$19.4M 0.43% 43
2025
Q2 		$1.22M Sell
7,422
-121,238
-94% -$19.2M 0.03% 471
2025
Q1 		$20.7M Buy
128,660
+120,114
+1,405% +$19.6M 0.54% 35
2024
Q4 		$1.38M Sell
8,546
-100,357
-92% -$16.9M 0.04% 406
2024
Q3 		$18.3M Buy
108,903
+101,213
+1,316% +$16.1M 0.57% 35
2024
Q2 		$1.16M Buy
+7,690
New +$1.17M 0.07% 251
2024
Q1 		– Sell
-8,360
Closed -$1.21M – 482
2023
Q4 		$1.21M Sell
8,360
-88,343
-91% -$11.9M 0.16% 125
2023
Q3 		$12.7M Buy
96,703
+89,865
+1,314% +$12.4M 2.51% 9
2023
Q2 		$946K Sell
6,838
-8,428
-55% -$1.12M 0.18% 91
2023
Q1 		$2.05M Sell
15,266
-80,865
-84% -$11.2M 0.43% 46
2022
Q4 		$13M Buy
96,131
+86,625
+911% +$11.6M 2.98% 8
2022
Q3 		$1.16M Buy
9,506
+9
+0.1% +$1.22K 0.28% 58
2022
Q2 		$1.32M Sell
9,497
-91,649
-91% -$13M 0.28% 59
2022
Q1 		$15.1M Sell
101,146
-3,733
-4% -$549K 3.14% 8
2021
Q4 		$15.6M Buy
104,879
+96,592
+1,166% +$14.2M 3.26% 8
2021
Q3 		$1.16M Buy
8,287
+1,822
+28% +$259K 0.26% 68
2021
Q2 		$908K Buy
6,465
+37
+0.6% +$5.23K 0.21% 83
2021
Q1 		$910K Buy
6,428
+138
+2% +$17.7K 0.22% 78
2020
Q4 		$803K Buy
6,290
+3,115
+98% +$349K 0.2% 87
2020
Q3 		$322K Sell
3,175
-82
-3% -$8.31K 0.11% 114
2020
Q2 		$340K Sell
3,257
-964
-23% -$88.4K 0.12% 109
2020
Q1 		$343K Sell
4,221
-13
-0.3% -$1.4K 0.16% 83
2019
Q4 		$505K Sell
4,234
-55
-1% -$6.34K 0.2% 72
2019
Q3 		$485K Sell
4,289
-51
-1% -$5.67K 0.21% 63
2019
Q2 		$477K Sell
4,340
-614
-12% -$67.2K 0.21% 61
2019
Q1 		$537K Sell
4,954
-148
-3% -$15.5K 0.24% 55
2018
Q4 		$545K Buy
+5,102
New +$536K 0.24% 65

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

World Investment Advisors's VOE Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.71% in Q2 2026, selling an estimated $186K and leaving 134,561 shares worth $24.8M. The position accounts for 0.41% of the portfolio, ranked #48.

World Investment Advisors first reported a position in VOE in Q4 2018 and has held it in 30 quarters since. The position peaked at $25M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • World Investment Advisors held 134,561 shares of Vanguard Morningstar Mid-Cap Value ETF worth $24.8M as of Q2 2026.
  • World Investment Advisors sold 961 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $186K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.41% of World Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • World Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $25M in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.