AWM
VOE icon

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

Abound 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 		$56.6K Sell
286
-4
-1% -$774 0.01% 220
2026
Q1 		$53.5K Sell
290
-81
-22% -$15.1K 0.01% 234
2025
Q4 		$65.9K Sell
371
-154
-29% -$27K 0.02% 190
2025
Q3 		$91.6K Buy
525
+195
+59% +$33.2K 0.02% 146
2025
Q2 		$54.3K Sell
330
-1
-0.3% -$158 0.02% 194
2025
Q1 		$53.2K Buy
331
+5
+2% +$817 0.02% 176
2024
Q4 		$52.8K Hold
326
– – 0.02% 171
2024
Q3 		$54.7K Buy
326
+96
+42% +$15.3K 0.02% 166
2024
Q2 		$34.6K Buy
230
+97
+73% +$14.7K 0.01% 192
2024
Q1 		$20.8K Buy
133
+2
+2% +$294 0.01% 243
2023
Q4 		$19K Sell
131
-31
-19% -$4.16K 0.01% 271
2023
Q3 		$21.3K Buy
162
+31
+24% +$4.29K 0.01% 210
2023
Q2 		$18.2K Sell
131
-3
-2% -$400 0.01% 227
2023
Q1 		$18K Buy
134
+41
+44% +$5.69K 0.01% 220
2022
Q4 		$12.5K Sell
93
-19
-17% -$2.55K 0.01% 232
2022
Q3 		$13.6K Sell
112
-39
-26% -$5.28K 0.01% 243
2022
Q2 		$19.6K Buy
151
+79
+110% +$11.2K 0.01% 82
2022
Q1 		$10.8K Buy
+72
New +$10.6K 0.01% 90

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Abound Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.4% in Q2 2026, selling an estimated $774 and leaving 286 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #220.

Abound Wealth Management first reported a position in VOE in Q1 2022 and has held it in 18 quarters since. The position peaked at $91.6K in Q3 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Abound Wealth Management held 286 shares of Vanguard Morningstar Mid-Cap Value ETF worth $56.6K as of Q2 2026.
  • Abound Wealth Management sold 4 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $774.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Abound Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Abound Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $91.6K in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.