Atomi Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Atomi Financial Group’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	$659K	Sell	3,335 -129	-4%	-$25K	0.02%	649
2026 Q1	$638K	Buy	3,464 +73	+2%	+$13.6K	0.02%	618
2025 Q4	$601K	Buy	3,391 +43	+1%	+$7.53K	0.02%	610
2025 Q3	$585K	Buy	3,348 +31	+0.9%	+$5.28K	0.02%	592
2025 Q2	$545K	Sell	3,317 -2,354	-42%	-$373K	0.02%	551
2025 Q1	$910K	Buy	5,671 +23	+0.4%	+$3.76K	0.04%	336
2024 Q4	$914K	Buy	+5,648	New	+$953K	0.05%	284

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

Atomi Financial Group's VOE Position: Q2 2026 in Review

Atomi Financial Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.7% in Q2 2026, selling an estimated $25K and leaving 3,335 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #649.

Atomi Financial Group first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $914K in Q4 2024. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Atomi Financial Group held 3,335 shares of Vanguard Morningstar Mid-Cap Value ETF worth $659K as of Q2 2026.
Atomi Financial Group sold 129 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $25K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #649 holding.
Atomi Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Atomi Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $914K in Q4 2024.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.