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

Aviso 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 Q1	$557K	Sell	3,025 -79	-3%	-$14.8K	0.25%	82
2025 Q4	$551K	Buy	3,104 +96	+3%	+$16.8K	0.23%	89
2025 Q3	$525K	Hold	3,008	–	–	0.23%	90
2025 Q2	$495K	Sell	3,008 -116	-4%	-$18.4K	0.23%	92
2025 Q1	$502K	Sell	3,124 -192	-6%	-$31.4K	0.27%	86
2024 Q4	$536K	Hold	3,316	–	–	0.27%	86
2024 Q3	$556K	Hold	3,316	–	–	0.3%	84
2024 Q2	$499K	Hold	3,316	–	–	0.3%	76
2024 Q1	$517K	Buy	3,316 +42	+1%	+$6.17K	0.33%	82
2023 Q4	$475K	Buy	+3,274	New	+$440K	0.34%	75

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aviso Wealth Management's VOE Position: Q1 2026 in Review

Aviso Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.5% in Q1 2026, selling an estimated $14.8K and leaving 3,025 shares worth $557K. The position accounts for 0.25% of the portfolio, ranked #82.

Aviso Wealth Management first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Aviso Wealth Management held 3,025 shares of Vanguard Morningstar Mid-Cap Value ETF worth $557K as of Q1 2026.
Aviso Wealth Management sold 79 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $14.8K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.25% of Aviso Wealth Management's portfolio in Q1 2026, its #82 holding.
Aviso Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.