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

Axxcess 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 		– Sell
-54,616
Closed -$10.1M – 1061
2026
Q1 		$10.1M Buy
54,616
+44,454
+437% +$8.3M 0.32% 71
2025
Q4 		$1.8M Buy
+10,162
New +$1.78M 0.03% 394
2025
Q1 		– Sell
-2,244
Closed -$363K – 941
2024
Q4 		$363K Sell
2,244
-2,027
-47% -$342K 0.01% 619
2024
Q3 		$716K Buy
4,271
+2,027
+90% +$322K 0.02% 474
2024
Q2 		$338K Sell
2,244
-7,270
-76% -$1.1M 0.01% 620
2024
Q1 		$1.48M Sell
9,514
-189
-2% -$27.8K 0.04% 301
2023
Q4 		$1.41M Sell
9,703
-329
-3% -$44.2K 0.04% 291
2023
Q3 		$1.31M Sell
10,032
-1,894
-16% -$262K 0.04% 266
2023
Q2 		$1.65M Buy
11,926
+1,950
+20% +$260K 0.12% 158
2023
Q1 		$1.34M Buy
9,976
+3,223
+48% +$447K 0.1% 189
2022
Q4 		$913K Buy
6,753
+250
+4% +$33.5K 0.08% 239
2022
Q3 		$792K Sell
6,503
-162
-2% -$21.9K 0.08% 230
2022
Q2 		$863K Sell
6,665
-1,408
-17% -$199K 0.08% 212
2022
Q1 		$1.21M Buy
8,073
+2,010
+33% +$296K 0.09% 186
2021
Q4 		$911K Buy
+6,063
New +$890K 0.07% 231

Other funds holding VOE

AssetMark Inc
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
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

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

Axxcess Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 54,616 shares — an estimated $10.1M sold.

Axxcess Wealth Management first reported a position in VOE in Q4 2021 and held it in 15 quarters. The position peaked at $10.1M in Q1 2026. 695 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Axxcess Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 54,616 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $10.1M.
  • Axxcess Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 15 quarters.
  • Axxcess Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $10.1M in Q1 2026.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.