180 Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

180 Wealth 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	$2.65M	Sell	13,392 -607	-4%	-$117K	0.27%	97
2026 Q1	$2.58M	Sell	13,999 -146	-1%	-$27.3K	0.29%	88
2025 Q4	$2.51M	Sell	14,145 -142	-1%	-$24.9K	0.29%	83
2025 Q3	$2.49M	Buy	14,287 +70	+0.5%	+$11.9K	0.3%	83
2025 Q2	$2.34M	Buy	14,217 +116	+0.8%	+$18.4K	0.33%	80
2025 Q1	$2.26M	Sell	14,101 -163	-1%	-$26.6K	0.36%	74
2024 Q4	$2.31M	Sell	14,264 -34	-0.2%	-$5.74K	0.36%	65
2024 Q3	$2.4M	Sell	14,298 -58	-0.4%	-$9.22K	0.38%	70
2024 Q2	$2.2M	Sell	14,356 -124	-0.9%	-$18.8K	0.36%	72
2024 Q1	$2.26M	Sell	14,480 -175	-1%	-$25.7K	0.41%	68
2023 Q4	$2.13M	Sell	14,655 -185	-1%	-$24.8K	0.43%	63
2023 Q3	$1.94M	Sell	14,840 -73	-0.5%	-$10.1K	0.44%	64
2023 Q2	$2.08M	Sell	14,913 -87	-0.6%	-$11.6K	0.46%	60
2023 Q1	$2.01M	Buy	15,000 +43	+0.3%	+$5.96K	0.47%	62
2022 Q4	$2.15M	Sell	14,957 -106	-0.7%	-$14.2K	0.51%	59
2022 Q3	$1.83M	Sell	15,063 -445	-3%	-$60.2K	0.5%	56
2022 Q2	$2.04M	Sell	15,508 -213	-1%	-$30.1K	0.52%	55
2022 Q1	$2.38M	Buy	15,721 +177	+1%	+$26K	0.52%	50
2021 Q4	$2.24M	Buy	15,544 +641	+4%	+$94.1K	0.5%	54
2021 Q3	$2.17M	Buy	14,903 +389	+3%	+$55.3K	0.48%	56
2021 Q2	$2.08M	Buy	14,514 +60	+0.4%	+$8.48K	0.48%	58
2021 Q1	$2.06M	Buy	14,454 +236	+2%	+$30.2K	0.51%	51
2020 Q4	$1.76M	Sell	14,218 -110	-0.8%	-$12.3K	0.51%	53
2020 Q3	$1.52M	Buy	14,328 +205	+1%	+$20.8K	0.57%	41
2020 Q2	$1.41M	Buy	14,123 +7,233	+105%	+$663K	0.56%	44
2020 Q1	$535K	Buy	6,890 +1,671	+32%	+$180K	0.28%	91
2019 Q4	$626K	Buy	5,219 +870	+20%	+$100K	0.25%	106
2019 Q3	$485K	Buy	+4,349	New	+$483K	0.21%	128

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

180 Wealth Advisors's VOE Position: Q2 2026 in Review

180 Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.3% in Q2 2026, selling an estimated $117K and leaving 13,392 shares worth $2.65M. The position accounts for 0.27% of the portfolio, ranked #97.

180 Wealth Advisors first reported a position in VOE in Q3 2019 and has held it in 28 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

180 Wealth Advisors held 13,392 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.65M as of Q2 2026.
180 Wealth Advisors sold 607 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $117K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.27% of 180 Wealth Advisors's portfolio in Q2 2026, its #97 holding.
180 Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and has held it in 28 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.