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Apollon Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Apollon Wealth 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 		$313K Sell
1,582
-470
-23% -$90.9K ﹤0.01% 1249
2026
Q1 		$378K Sell
2,052
-917
-31% -$171K 0.01% 993
2025
Q4 		$527K Sell
2,969
-409
-12% -$71.6K 0.01% 819
2025
Q3 		$590K Buy
3,378
+428
+15% +$72.8K 0.01% 768
2025
Q2 		$485K Sell
2,950
-25
-0.8% -$3.96K 0.01% 827
2025
Q1 		$478K Sell
2,975
-9
-0.3% -$1.47K 0.01% 773
2024
Q4 		$483K Buy
2,984
+154
+5% +$26K 0.01% 774
2024
Q3 		$475K Sell
2,830
-441
-13% -$70.1K 0.01% 740
2024
Q2 		$492K Buy
3,271
+382
+13% +$58K 0.02% 685
2024
Q1 		$450K Sell
2,889
-66
-2% -$9.69K 0.01% 731
2023
Q4 		$429K Sell
2,955
-80
-3% -$10.7K 0.01% 710
2023
Q3 		$397K Sell
3,035
-284
-9% -$39.3K 0.02% 606
2023
Q2 		$459K Buy
3,319
+338
+11% +$45.1K 0.02% 615
2023
Q1 		$400K Sell
2,981
-408
-12% -$56.6K 0.02% 594
2022
Q4 		$458K Sell
3,389
-619
-15% -$83K 0.03% 539
2022
Q3 		$488K Buy
4,008
+120
+3% +$16.2K 0.04% 451
2022
Q2 		$504K Buy
3,888
+90
+2% +$12.7K 0.04% 423
2022
Q1 		$568K Buy
3,798
+2,248
+145% +$331K 0.04% 431
2021
Q4 		$233K Buy
+1,550
New +$228K 0.02% 656

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Apollon Wealth Management's VOE Position: Q2 2026 in Review

Apollon Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 23% in Q2 2026, selling an estimated $90.9K and leaving 1,582 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Apollon Wealth Management first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $590K in Q3 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Apollon Wealth Management held 1,582 shares of Vanguard Morningstar Mid-Cap Value ETF worth $313K as of Q2 2026.
  • Apollon Wealth Management sold 470 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $90.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1249 holding.
  • Apollon Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Apollon Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $590K in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.