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

Aire 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	$25.6M	Buy	129,318 +1,518	+1%	+$294K	4.16%	5
2026 Q1	$23.6M	Buy	127,800 +1,037	+0.8%	+$194K	4.31%	3
2025 Q4	$22.5M	Buy	126,763 +981	+0.8%	+$172K	4.11%	4
2025 Q3	$22M	Buy	125,782 +1,365	+1%	+$232K	3.99%	4
2025 Q2	$20.5M	Sell	124,417 -351	-0.3%	-$55.6K	3.96%	4
2025 Q1	$20M	Buy	124,768 +3,116	+3%	+$509K	4.22%	4
2024 Q4	$19.7M	Buy	121,652 +1,574	+1%	+$266K	4.05%	5
2024 Q3	$20.1M	Sell	120,078 -1,894	-2%	-$301K	4.46%	5
2024 Q2	$18.3M	Buy	121,972 +879	+0.7%	+$133K	4.18%	5
2024 Q1	$18.9M	Buy	121,093 +328	+0.3%	+$48.2K	4.26%	6
2023 Q4	$17.5M	Sell	120,765 -3,617	-3%	-$486K	4.35%	6
2023 Q3	$16.3M	Buy	124,382 +1,989	+2%	+$275K	4.36%	6
2023 Q2	$16.9M	Buy	122,393 +175	+0.1%	+$23.3K	4.46%	6
2023 Q1	$16.4M	Buy	122,218 +5,572	+5%	+$773K	4.58%	5
2022 Q4	$15.8M	Buy	116,646 +11,235	+11%	+$1.51M	4.83%	4
2022 Q3	$12.8M	Buy	105,411 +11,869	+13%	+$1.61M	4.43%	7
2022 Q2	$12.1M	Buy	93,542 +13,318	+17%	+$1.88M	4.32%	7
2022 Q1	$12M	Buy	80,224 +7,600	+10%	+$1.12M	4.27%	6
2021 Q4	$10.9M	Buy	+72,624	New	+$10.7M	4.72%	7

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

Aire Advisors's VOE Position: Q2 2026 in Review

Aire Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.2% in Q2 2026, buying an estimated $294K and bringing the position to 129,318 shares worth $25.6M. The position accounts for 4.16% of the portfolio, ranked #5.

Aire Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Aire Advisors held 129,318 shares of Vanguard Morningstar Mid-Cap Value ETF worth $25.6M as of Q2 2026.
Aire Advisors bought 1,518 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $294K.
Vanguard Morningstar Mid-Cap Value ETF made up 4.16% of Aire Advisors's portfolio in Q2 2026, its #5 holding.
Aire Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.