Question 1

How many shares of VOE does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 19,700 shares of VOE (VANGUARD MID-CAP VALUE ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's VOE position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's VOE position is worth $3.9M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling VOE?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their VOE position (+4.5% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy VOE?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in VOE in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	19,700	+4.5%	$3.9M	0.0%	$197.60	28
2026-Q1	Increased	18,848	+11.2%	$3.5M	0.0%	$191.35	30
2025-Q4	Increased	16,950	+2.3%	$3M	0.0%	$178.84	27
2025-Q3	Increased	16,562	+4.9%	$2.9M	0.0%	$173.12	28
2025-Q2	Decreased	15,787	-8.9%	$2.6M	0.0%	$161.96	0
2025-Q1	Decreased	17,326	-3.9%	$2.8M	0.0%	$156.62	0
2024-Q4	Decreased	18,026	-6.2%	$2.9M	0.0%	$157.87	0
2024-Q3	Increased	19,208	+2.6%	$3.2M	0.0%	$162.65	27
2024-Q2	Decreased	18,718	-2.3%	$2.8M	0.0%	$145.55	0
2024-Q1	Decreased	19,160	-6.0%	$3M	0.0%	$149.97	0
2023-Q4	Decreased	20,393	-3.6%	$3M	0.0%	$138.82	0
2023-Q3	Decreased	21,153	-12.9%	$2.8M	0.0%	$124.39	0
2023-Q2	Decreased	24,276	-43.4%	$3.4M	0.1%	$129.67	0
2023-Q1	Decreased	42,923	-2.3%	$5.8M	0.1%	$124.11	0
2022-Q4	Increased	43,951	+2.6%	$5.9M	0.1%	$126.37	33
2022-Q3	Decreased	42,826	-8.9%	$5.2M	0.1%	$113.64	0
2022-Q2	Increased	47,035	+2.0%	$6.1M	0.1%	$120.13	33
2022-Q1	Increased	46,126	+38.0%	$6.9M	0.1%	$139.10	43
2021-Q4	Decreased	33,428	-0.4%	$5M	0.1%	$137.11	0
2021-Q3	Increased	33,562	+30.5%	$4.7M	0.1%	$129.03	34
2021-Q2	Decreased	25,712	-66.4%	$3.6M	0.1%	$126.98	0
2021-Q1	Increased	76,562	+225.6%	$5.2B	0.1%	$122.09	51
2020-Q4	Increased	23,513	+440.0%	$2.8M	0.1%	$105.82	42
2020-Q3	Decreased	4,354	-6.7%	$441,000	0.0%	$89.73	0
2020-Q2	Decreased	4,667	-46.6%	$447,000	0.0%	$83.51	0
2020-Q1	Decreased	8,741	-7.9%	$710,000	0.0%	$73.13	0
2019-Q4	Increased	9,492	+9.3%	$1.1M	0.0%	$103.43	28
2019-Q3	Increased	8,685	+78.8%	$981,000	0.0%	$97.55	38
2019-Q2	Increased	4,856	+0.1%	$540,000	0.0%	$95.95	24
2019-Q1	New	4,851	-	$523,000	0.0%	$92.45	33

VOE30 quarters

VOE
30 quarters