American Money Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

American Money 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	$553K	Sell	2,797 -213	-7%	-$41.2K	0.08%	102
2026 Q1	$555K	Sell	3,010 -31	-1%	-$5.79K	0.09%	101
2025 Q4	$539K	Buy	3,041 +16	+0.5%	+$2.8K	0.08%	99
2025 Q3	$528K	Sell	3,025 -313	-9%	-$53.3K	0.09%	95
2025 Q2	$549K	Hold	3,338	–	–	0.1%	90
2025 Q1	$536K	Sell	3,338 -18	-0.5%	-$2.94K	0.1%	88
2024 Q4	$543K	Sell	3,356 -35	-1%	-$5.9K	0.11%	88
2024 Q3	$569K	Buy	3,391 +20	+0.6%	+$3.18K	0.11%	91
2024 Q2	$507K	Hold	3,371	–	–	0.11%	92
2024 Q1	$526K	Sell	3,371 -484	-13%	-$71.1K	0.11%	94
2023 Q4	$559K	Sell	3,855 -814	-17%	-$109K	0.13%	88
2023 Q3	$611K	Sell	4,669 -344	-7%	-$47.6K	0.16%	83
2023 Q2	$694K	Sell	5,013 -259	-5%	-$34.5K	0.17%	81
2023 Q1	$707K	Sell	5,272 -895	-15%	-$124K	0.19%	80
2022 Q4	$834K	Sell	6,167 -283	-4%	-$38K	0.24%	71
2022 Q3	$785K	Sell	6,450 -78	-1%	-$10.6K	0.24%	72
2022 Q2	$845K	Sell	6,528 -528	-7%	-$74.7K	0.25%	68
2022 Q1	$1.06M	Sell	7,056 -34	-0.5%	-$5K	0.28%	67
2021 Q4	$1.07M	Sell	7,090 -450	-6%	-$66.1K	0.28%	67
2021 Q3	$1.05M	Buy	+7,540	New	+$1.07M	0.3%	66

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

American Money Management's VOE Position: Q2 2026 in Review

American Money Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.1% in Q2 2026, selling an estimated $41.2K and leaving 2,797 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #102.

American Money Management first reported a position in VOE in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.07M in Q4 2021. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

American Money Management held 2,797 shares of Vanguard Morningstar Mid-Cap Value ETF worth $553K as of Q2 2026.
American Money Management sold 213 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $41.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.08% of American Money Management's portfolio in Q2 2026, its #102 holding.
American Money Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
American Money Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.07M in Q4 2021.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.