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

Atticus 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 		$281K Buy
1,420
+68
+5% +$13.2K 0.07% 160
2026
Q1 		$249K Sell
1,352
-43
-3% -$8.03K 0.07% 163
2025
Q4 		$247K Sell
1,395
-72
-5% -$12.6K 0.06% 179
2025
Q3 		$256K Buy
1,467
+56
+4% +$9.53K 0.06% 180
2025
Q2 		$232K Buy
1,411
+235
+20% +$37.2K 0.06% 153
2025
Q1 		$189K Sell
1,176
-144
-11% -$23.5K 0.06% 121
2024
Q4 		$214K Sell
1,320
-39
-3% -$6.58K 0.07% 114
2024
Q3 		$228K Sell
1,359
-443
-25% -$70.4K 0.07% 112
2024
Q2 		$271K Sell
1,802
-437
-20% -$66.3K 0.09% 97
2024
Q1 		$349K Sell
2,239
-800
-26% -$117K 0.11% 84
2023
Q4 		$441K Sell
3,039
-433
-12% -$58.2K 0.16% 77
2023
Q3 		$455K Buy
3,472
+14
+0.4% +$1.94K 0.17% 76
2023
Q2 		$478K Sell
3,458
-1,467
-30% -$196K 0.18% 79
2023
Q1 		$660K Sell
4,925
-2,495
-34% -$346K 0.25% 62
2022
Q4 		$1M Buy
7,420
+1,617
+28% +$217K 0.41% 46
2022
Q3 		$752K Hold
5,803
– – 0.36% 43
2022
Q2 		$752K Buy
5,803
+2,756
+90% +$390K 0.31% 55
2022
Q1 		$456K Buy
3,047
+196
+7% +$28.8K 0.17% 93
2021
Q4 		$429K Buy
2,851
+108
+4% +$15.9K 0.17% 82
2021
Q3 		$383K Hold
2,743
– – 0.17% 73
2021
Q2 		$385K Buy
2,743
+19
+0.7% +$2.69K 0.17% 81
2021
Q1 		$367K Buy
2,724
+25
+0.9% +$3.2K 0.17% 77
2020
Q4 		$321K Buy
2,699
+1,469
+119% +$165K 0.16% 77
2020
Q3 		$125K Hold
1,230
– – 0.07% 116
2020
Q2 		$118K Hold
1,230
– – 0.08% 115
2020
Q1 		$100K Sell
1,230
-205
-14% -$22.1K 0.08% 118
2019
Q4 		$171K Buy
+1,435
New +$165K 0.11% 95

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

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

Atticus Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,420 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #160.

Atticus Wealth Management first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1M in Q4 2022. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Atticus Wealth Management held 1,420 shares of Vanguard Morningstar Mid-Cap Value ETF worth $281K as of Q2 2026.
  • Atticus Wealth Management bought 68 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $13.2K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Atticus Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Atticus Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1M in Q4 2022.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.