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

Aprio 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 		– Sell
-1,258
Closed -$232K – 664
2026
Q1 		$232K Buy
+1,258
New +$235K 0.01% 566

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Betterment LLC
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Jones Financial Companies
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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

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

Aprio Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,258 shares — an estimated $232K sold.

Aprio Wealth Management first reported a position in VOE in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Aprio Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 1,258 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $232K.
  • Aprio Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Aprio Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $232K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.