Atlantic Edge Private Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Atlantic Edge Private 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	$12.1K	Hold	61	–	–	﹤0.01%	396
2026 Q1	$11.2K	Hold	61	–	–	﹤0.01%	373
2025 Q4	$10.8K	Hold	61	–	–	﹤0.01%	373
2025 Q3	$10.7K	Hold	61	–	–	﹤0.01%	363
2025 Q2	$10K	Sell	61 -12	-16%	-$1.9K	﹤0.01%	358
2025 Q1	$11.7K	Hold	73	–	–	﹤0.01%	336
2024 Q4	$11.8K	Hold	73	–	–	﹤0.01%	322
2024 Q3	$12.2K	Hold	73	–	–	﹤0.01%	322
2024 Q2	$11K	Hold	73	–	–	﹤0.01%	307
2024 Q1	$11.4K	Buy	73 +32	+78%	+$4.7K	﹤0.01%	298
2023 Q4	$5.95K	Buy	+41	New	+$5.51K	﹤0.01%	346

Other funds holding VOE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VOE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 61 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Atlantic Edge Private Wealth Management first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2K in Q3 2024. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Atlantic Edge Private Wealth Management held 61 shares of Vanguard Morningstar Mid-Cap Value ETF worth $12.1K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #396 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $12.2K in Q3 2024.
624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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