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Arkadios Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Arkadios Wealth Advisors’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 		$2.79M Sell
14,097
-357
-2% -$69.1K 0.04% 421
2026
Q1 		$2.66M Buy
14,454
+1,187
+9% +$222K 0.04% 419
2025
Q4 		$2.35M Buy
13,267
+7,649
+136% +$1.34M 0.05% 408
2025
Q3 		$981K Buy
5,618
+1,352
+32% +$230K 0.02% 647
2025
Q2 		$702K Buy
4,266
+783
+22% +$124K 0.02% 721
2025
Q1 		$559K Buy
3,483
+1,107
+47% +$181K 0.02% 668
2024
Q4 		$384K Buy
2,376
+17
+0.7% +$2.87K 0.02% 642
2024
Q3 		$396K Sell
2,359
-9
-0.4% -$1.43K 0.02% 630
2024
Q2 		$356K Sell
2,368
-40
-2% -$6.07K 0.02% 581
2024
Q1 		$375K Sell
2,408
-42
-2% -$6.17K 0.03% 468
2023
Q4 		$355K Buy
2,450
+262
+12% +$35.2K 0.03% 464
2023
Q3 		$287K Buy
2,188
+8
+0.4% +$1.11K 0.03% 499
2023
Q2 		$302K Sell
2,180
-22
-1% -$2.93K 0.04% 442
2023
Q1 		$295K Buy
2,202
+19
+0.9% +$2.64K 0.04% 439
2022
Q4 		$295K Buy
+2,183
New +$293K 0.04% 412
2022
Q3 		– Sell
-1,651
Closed -$214K – 576
2022
Q2 		$214K Buy
1,651
+67
+4% +$9.48K 0.03% 489
2022
Q1 		$237K Sell
1,584
-75
-5% -$11K 0.03% 485
2021
Q4 		$249K Buy
1,659
+720
+77% +$106K 0.03% 490
2021
Q3 		$131K Sell
939
-226
-19% -$32.1K 0.02% 620
2021
Q2 		$163K Buy
1,165
+116
+11% +$16.4K 0.02% 591
2021
Q1 		$141K Buy
1,049
+75
+8% +$9.6K 0.02% 473
2020
Q4 		$115K Buy
974
+687
+239% +$77K 0.02% 416
2020
Q3 		$30.6K Buy
287
+214
+293% +$21.7K 0.02% 508
2020
Q2 		$7.1K Sell
73
-189
-72% -$17.3K ﹤0.01% 731
2020
Q1 		$21.3K Buy
262
+2
+0.8% +$215 0.01% 475
2019
Q4 		$31.6K Buy
+260
New +$30K 0.02% 378

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

Arkadios Wealth Advisors's VOE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.5% in Q2 2026, selling an estimated $69.1K and leaving 14,097 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #421.

Arkadios Wealth Advisors first reported a position in VOE in Q4 2019 and has held it in 26 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Arkadios Wealth Advisors held 14,097 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.79M as of Q2 2026.
  • Arkadios Wealth Advisors sold 357 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $69.1K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #421 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.