Advyzon Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Advyzon Investment 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	$274K	Sell	1,387 -63	-4%	-$12.2K	0.02%	644
2026 Q1	$267K	Sell	1,450 -257	-15%	-$48K	0.02%	576
2025 Q4	$303K	Buy	1,707 +355	+26%	+$62.1K	0.04%	444
2025 Q3	$236K	Buy	+1,352	New	+$230K	0.04%	383
2025 Q1	–	Sell	-3,484	Closed	-$564K	–	308
2024 Q4	$564K	Buy	+3,484	New	+$588K	0.22%	88

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

Advyzon Investment Management's VOE Position: Q2 2026 in Review

Advyzon Investment Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.3% in Q2 2026, selling an estimated $12.2K and leaving 1,387 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #644.

Advyzon Investment Management first reported a position in VOE in Q4 2024 and has held it in 5 quarters since. The position peaked at $564K in Q4 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Advyzon Investment Management held 1,387 shares of Vanguard Morningstar Mid-Cap Value ETF worth $274K as of Q2 2026.
Advyzon Investment Management sold 63 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $12.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #644 holding.
Advyzon Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
Advyzon Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $564K in Q4 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.