Balboa Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Balboa Wealth Partners’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	$465K	Buy	2,354 +3	+0.1%	+$580	0.06%	252
2026 Q1	$433K	Sell	2,351 -119	-5%	-$22.2K	0.07%	226
2025 Q4	$438K	Buy	2,470 +6	+0.2%	+$1.05K	0.07%	221
2025 Q3	$430K	Buy	2,464 +53	+2%	+$9.02K	0.07%	208
2025 Q2	$397K	Buy	+2,411	New	+$382K	0.08%	194

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

Balboa Wealth Partners's VOE Position: Q2 2026 in Review

Balboa Wealth Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.13% in Q2 2026, buying an estimated $580 and bringing the position to 2,354 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #252.

Balboa Wealth Partners first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Balboa Wealth Partners held 2,354 shares of Vanguard Morningstar Mid-Cap Value ETF worth $465K as of Q2 2026.
Balboa Wealth Partners bought 3 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $580.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #252 holding.
Balboa Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.