AmeriFlex Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

AmeriFlex Group’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	$4.64K	Sell	24 -1	-4%	-$193	﹤0.01%	1047
2026 Q1	$4.68K	Hold	25	–	–	﹤0.01%	849
2025 Q4	$4.48K	Sell	25 -25	-50%	-$4.38K	﹤0.01%	875
2025 Q3	$8.73K	Sell	50 -500	-91%	-$85.1K	﹤0.01%	809
2025 Q2	$90.2K	Buy	550 +383	+229%	+$60.6K	0.05%	270
2025 Q1	$26.9K	Sell	167 -163	-49%	-$26.6K	0.01%	626
2024 Q4	$54.8K	Buy	+330	New	+$55.7K	0.03%	413

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

AmeriFlex Group's VOE Position: Q2 2026 in Review

AmeriFlex Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4% in Q2 2026, selling an estimated $193 and leaving 24 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

AmeriFlex Group first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.2K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

AmeriFlex Group held 24 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.64K as of Q2 2026.
AmeriFlex Group sold 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1047 holding.
AmeriFlex Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $90.2K in Q2 2025.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.