AlphaCore Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

AlphaCore Capital’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	$488K	Buy	2,471 +10	+0.4%	+$1.94K	0.01%	695
2026 Q1	$454K	Sell	2,461 -1,601	-39%	-$299K	0.01%	578
2025 Q4	$720K	Buy	4,062 +2,833	+231%	+$496K	0.02%	500
2025 Q3	$216K	Buy	1,229 +6	+0.5%	+$1.02K	0.01%	684
2025 Q2	$202K	Buy	1,223 +60	+5%	+$9.5K	0.01%	576
2025 Q1	$187K	Buy	+1,163	New	+$190K	0.02%	454
2022 Q1	–	Sell	-80	Closed	-$12K	–	159
2021 Q4	$12K	Hold	80	–	–	0.01%	89
2021 Q3	$11K	Buy	+80	New	+$11.4K	0.01%	104

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

AlphaCore Capital's VOE Position: Q2 2026 in Review

AlphaCore Capital increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.41% in Q2 2026, buying an estimated $1.94K and bringing the position to 2,471 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #695.

AlphaCore Capital first reported a position in VOE in Q3 2021 and has held it in 8 quarters since. The position peaked at $720K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

AlphaCore Capital held 2,471 shares of Vanguard Morningstar Mid-Cap Value ETF worth $488K as of Q2 2026.
AlphaCore Capital bought 10 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.94K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #695 holding.
AlphaCore Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and has held it in 8 quarters since.
AlphaCore Capital's Vanguard Morningstar Mid-Cap Value ETF position peaked at $720K in Q4 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.