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

Accurate 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 		$267K Sell
1,327
-30
-2% -$5.8K 0.03% 486
2026
Q1 		$257K Sell
1,357
-316
-19% -$59K 0.03% 455
2025
Q4 		$306K Buy
1,673
+55
+3% +$9.63K 0.04% 403
2025
Q3 		$280K Buy
+1,618
New +$275K 0.04% 409
2023
Q1 		– Sell
-217
Closed -$30.3K – 1426
2022
Q4 		$30.3K Buy
+217
New +$29.1K 0.01% 565

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

Accurate Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.2% in Q2 2026, selling an estimated $5.8K and leaving 1,327 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #486.

Accurate Wealth Management first reported a position in VOE in Q4 2022 and has held it in 5 quarters since. The position peaked at $306K in Q4 2025. 579 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Accurate Wealth Management held 1,327 shares of Vanguard Morningstar Mid-Cap Value ETF worth $267K as of Q2 2026.
  • Accurate Wealth Management sold 30 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #486 holding.
  • Accurate Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 5 quarters since.
  • Accurate Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $306K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.