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

Aaron 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	$231K	Sell	1,167 -22	-2%	-$4.26K	0.01%	650
2026 Q1	$219K	Sell	1,189 -2,855	-71%	-$533K	0.01%	651
2025 Q4	$717K	Sell	4,044 -1,015	-20%	-$178K	0.04%	338
2025 Q3	$883K	Hold	5,059	–	–	0.05%	262
2025 Q2	$832K	Hold	5,059	–	–	0.09%	154
2025 Q1	$812K	Sell	5,059 -240	-5%	-$39.2K	0.09%	146
2024 Q4	$857K	Hold	5,299	–	–	0.1%	135
2024 Q3	$888K	Hold	5,299	–	–	0.11%	125
2024 Q2	$797K	Buy	5,299 +22	+0.4%	+$3.34K	0.11%	120
2024 Q1	$823K	Hold	5,277	–	–	0.12%	110
2023 Q4	$765K	Hold	5,277	–	–	0.13%	102
2023 Q3	$691K	Hold	5,277	–	–	0.09%	124
2023 Q2	$730K	Buy	5,277 +1,512	+40%	+$202K	0.09%	120
2023 Q1	$505K	Hold	3,765	–	–	0.07%	152
2022 Q4	$509K	Buy	+3,765	New	+$505K	0.07%	146

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

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

Aaron Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.9% in Q2 2026, selling an estimated $4.26K and leaving 1,167 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #650.

Aaron Wealth Advisors first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $888K in Q3 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Aaron Wealth Advisors held 1,167 shares of Vanguard Morningstar Mid-Cap Value ETF worth $231K as of Q2 2026.
Aaron Wealth Advisors sold 22 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $4.26K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #650 holding.
Aaron Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Aaron Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $888K in Q3 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.