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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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. 827 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.
827 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.