Baron Silver Stevens Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Baron Silver Stevens Financial Advisors’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	$207K	Buy	+1,047	New	+$203K	0.03%	138
2022 Q4	–	Sell	-28	Closed	-$252K	–	143
2022 Q3	$252K	Buy	+28	New	+$3.79K	0.07%	77

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

Baron Silver Stevens Financial Advisors's VOE Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,047 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings. This is a return to the name: Baron Silver Stevens Financial Advisors previously reported a position in VOE as recently as Q3 2022.

Baron Silver Stevens Financial Advisors first reported a position in VOE in Q3 2022 and has held it in 2 quarters since. The position peaked at $252K in Q3 2022. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Baron Silver Stevens Financial Advisors held 1,047 shares of Vanguard Morningstar Mid-Cap Value ETF worth $207K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Baron Silver Stevens Financial Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #138 holding.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 2 quarters since.
Baron Silver Stevens Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $252K in Q3 2022.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.