ZBNA
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Zions Bancorporation, National Association’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Zions Bancorporation, National Association’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 		$590K Sell
2,986
-473
-14% -$91.5K 0.04% 229
2026
Q1 		$637K Sell
3,459
-75
-2% -$14K 0.04% 233
2025
Q4 		$627K Hold
3,534
– – 0.03% 296
2025
Q3 		$617K Hold
3,534
– – 0.03% 268
2025
Q2 		$581K Hold
3,534
– – 0.03% 263
2025
Q1 		$567K Buy
+3,534
New +$578K 0.04% 256

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Zions Bancorporation, National Association's VOE Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 14% in Q2 2026, selling an estimated $91.5K and leaving 2,986 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #229.

Zions Bancorporation, National Association first reported a position in VOE in Q1 2025 and has held it in 6 quarters since. The position peaked at $637K in Q1 2026. 800 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Zions Bancorporation, National Association held 2,986 shares of Vanguard Morningstar Mid-Cap Value ETF worth $590K as of Q2 2026.
  • Zions Bancorporation, National Association sold 473 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $91.5K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #229 holding.
  • Zions Bancorporation, National Association first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Vanguard Morningstar Mid-Cap Value ETF position peaked at $637K in Q1 2026.
  • 800 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.