Aberdeen Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Aberdeen Wealth Management’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	$178K	Sell	902 -249	-22%	-$48.2K	0.09%	134
2026 Q1	$212K	Hold	1,151	–	–	0.1%	150
2025 Q4	$204K	Buy	+1,151	New	+$201K	0.09%	152
2020 Q1	–	Sell	-60	Closed	-$7K	–	148
2019 Q4	$7K	Buy	+60	New	+$6.91K	0.01%	151

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

Aberdeen Wealth Management's VOE Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 22% in Q2 2026, selling an estimated $48.2K and leaving 902 shares worth $178K. The position accounts for 0.09% of the portfolio, ranked #134.

Aberdeen Wealth Management first reported a position in VOE in Q4 2019 and has held it in 4 quarters since. The position peaked at $212K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Aberdeen Wealth Management held 902 shares of Vanguard Morningstar Mid-Cap Value ETF worth $178K as of Q2 2026.
Aberdeen Wealth Management sold 249 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $48.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Aberdeen Wealth Management's portfolio in Q2 2026, its #134 holding.
Aberdeen Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 4 quarters since.
Aberdeen Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $212K in Q1 2026.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.