Astra Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Astra Wealth Partners’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	$1.1M	Buy	5,552 +121	+2%	+$23.4K	0.58%	38
2026 Q1	$1M	Sell	5,431 -39	-0.7%	-$7.29K	0.6%	37
2025 Q4	$970K	Sell	5,470 -1,606	-23%	-$281K	0.57%	41
2025 Q3	$1.24M	Hold	7,076	–	–	0.82%	28
2025 Q2	$1.16M	Buy	7,076 +447	+7%	+$70.8K	0.89%	27
2025 Q1	$1.06M	Buy	6,629 +47	+0.7%	+$7.68K	0.98%	26
2024 Q4	$1.06M	Buy	+6,582	New	+$1.11M	0.99%	24

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

Astra Wealth Partners's VOE Position: Q2 2026 in Review

Astra Wealth Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.2% in Q2 2026, buying an estimated $23.4K and bringing the position to 5,552 shares worth $1.1M. The position accounts for 0.58% of the portfolio, ranked #38.

Astra Wealth Partners first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Astra Wealth Partners held 5,552 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.1M as of Q2 2026.
Astra Wealth Partners bought 121 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $23.4K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.58% of Astra Wealth Partners's portfolio in Q2 2026, its #38 holding.
Astra Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Astra Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.24M in Q3 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Astra Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.