Ameritas Advisory Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ameritas Advisory Services’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	$3.2M	Sell	16,191 -27,959	-63%	-$5.41M	0.06%	277
2026 Q1	$8.14M	Sell	44,150 -2,944	-6%	-$550K	0.32%	80
2025 Q4	$8.35M	Buy	47,094 +38,750	+464%	+$6.78M	0.31%	76
2025 Q3	$1.46M	Sell	8,344 -4,106	-33%	-$699K	0.1%	183
2025 Q2	$2.05M	Sell	12,450 -1,492	-11%	-$236K	0.11%	187
2025 Q1	$2.25M	Buy	13,942 +8	+0.1%	+$1.31K	0.09%	211
2024 Q4	$2.25M	Buy	13,934 +572	+4%	+$96.5K	0.08%	232
2024 Q3	$2.24M	Buy	13,362 +1,105	+9%	+$176K	0.1%	203
2024 Q2	$1.84M	Buy	12,257 +442	+4%	+$67.1K	0.07%	269
2024 Q1	$1.8M	Sell	11,815 -223	-2%	-$32.7K	0.07%	254
2023 Q4	$1.75M	Sell	12,038 -466	-4%	-$62.6K	0.1%	192
2023 Q3	$1.63M	Buy	12,504 +5,127	+69%	+$710K	0.08%	235
2023 Q2	$1.02M	Sell	7,377 -4,979	-40%	-$664K	0.13%	176
2023 Q1	$1.66M	Sell	12,356 -4,183	-25%	-$580K	0.08%	221
2022 Q4	$2.24M	Sell	16,539 -3,498	-17%	-$469K	0.1%	203
2022 Q3	$2.44M	Sell	20,037 -579	-3%	-$78.4K	0.15%	142
2022 Q2	$2.67M	Buy	20,616 +5,960	+41%	+$843K	0.15%	139
2022 Q1	$2.19M	Buy	14,656 +2,109	+17%	+$310K	0.08%	198
2021 Q4	$1.89M	Buy	+12,547	New	+$1.84M	0.07%	229

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

Ameritas Advisory Services's VOE Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 63% in Q2 2026, selling an estimated $5.41M and leaving 16,191 shares worth $3.2M. The position accounts for 0.06% of the portfolio, ranked #277.

Ameritas Advisory Services first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.35M in Q4 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Ameritas Advisory Services held 16,191 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.2M as of Q2 2026.
Ameritas Advisory Services sold 27,959 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.41M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Ameritas Advisory Services's portfolio in Q2 2026, its #277 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $8.35M in Q4 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.