Security record · archived quarter
VOE
Vanguard Morningstar Mid-Cap Value ETF · Financial Services · Asset Management
2Tracked holders
0Δ holders
160.94KShares held
$32.31MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 160.94K | $32.31M | n/a | n/a |
| Q2 2026 | 74 | +2 | 38.41M | $7.59B | +3 | −2 |
| Q1 2026 | 74 | -1 | 38.19M | $7.03B | +3 | −4 |
| Q4 2025 | 75 | +2 | 37.85M | $6.71B | +2 | n/a |
| Q3 2025 | 11 | -1 | 6.49M | $1.13B | n/a | −1 |
| Q2 2025 | 9 | +2 | 956.17K | $157.25M | +2 | n/a |
| Q1 2025 | 4 | -3 | 33.46K | $5.37M | n/a | −3 |
| Q4 2024 | 7 | +2 | 51.21K | $8.28M | +2 | n/a |
| Q3 2024 | 5 | 0 | 30.54K | $5.12M | +1 | −1 |
| Q2 2024 | 5 | n/a | 31.93K | $4.80M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 135.60K | -4.9% | $27.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 25.34K | +1.9% | $5.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,206 holders, 73.21M shares, $12.43B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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