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

Basepoint Wealth’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 		$146K Buy
738
+169
+30% +$32.7K 0.08% 130
2026
Q1 		$105K Sell
569
-306
-35% -$57.2K 0.06% 144
2025
Q4 		$155K Buy
+875
New +$153K 0.09% 114

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Basepoint Wealth's VOE Position: Q2 2026 in Review

Basepoint Wealth increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 30% in Q2 2026, buying an estimated $32.7K and bringing the position to 738 shares worth $146K. The position accounts for 0.08% of the portfolio, ranked #130.

Basepoint Wealth first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $155K in Q4 2025. 910 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Basepoint Wealth held 738 shares of Vanguard Morningstar Mid-Cap Value ETF worth $146K as of Q2 2026.
  • Basepoint Wealth bought 169 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.08% of Basepoint Wealth's portfolio in Q2 2026, its #130 holding.
  • Basepoint Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $155K in Q4 2025.
  • 910 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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