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

BCS 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	$559K	Hold	2,830	–	–	0.1%	165
2026 Q1	$522K	Sell	2,830 -2,830	-50%	-$529K	0.11%	155
2025 Q4	$1M	Buy	5,660 +2,830	+100%	+$495K	0.1%	159
2025 Q3	$494K	Hold	2,830	–	–	0.11%	155
2025 Q2	$465K	Hold	2,830	–	–	0.1%	163
2025 Q1	$454K	Hold	2,830	–	–	0.12%	157
2024 Q4	$458K	Buy	+2,830	New	+$477K	0.11%	157
2024 Q2	–	Sell	-2,830	Closed	-$441K	–	228
2024 Q1	$441K	Sell	2,830 -38	-1%	-$5.58K	0.14%	149
2023 Q4	$416K	Hold	2,868	–	–	0.15%	135
2023 Q3	$376K	Buy	+2,868	New	+$397K	0.16%	128
2023 Q2	–	Sell	-2,868	Closed	-$385K	–	170
2023 Q1	$385K	Hold	2,868	–	–	0.17%	105
2022 Q4	$388K	Hold	2,868	–	–	0.16%	124
2022 Q3	$349K	Hold	2,868	–	–	0.16%	127
2022 Q2	$371K	Hold	2,868	–	–	0.16%	118
2022 Q1	$429K	Sell	2,868 -100	-3%	-$14.7K	0.18%	113
2021 Q4	$446K	Hold	2,968	–	–	0.16%	117
2021 Q3	$414K	Buy	+2,968	New	+$422K	0.18%	104
2021 Q2	–	Sell	-2,968	Closed	-$400K	–	166
2021 Q1	$400K	Hold	2,968	–	–	0.19%	94
2020 Q4	$353K	Hold	2,968	–	–	0.18%	98
2020 Q3	$301K	Hold	2,968	–	–	0.17%	97
2020 Q2	$284K	Sell	2,968 -640	-18%	-$58.7K	0.17%	99
2020 Q1	$293K	Hold	3,608	–	–	0.21%	85
2019 Q4	$430K	Buy	+3,608	New	+$416K	0.29%	60

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

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

BCS Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 2,830 shares worth $559K. The position accounts for 0.1% of the portfolio, ranked #165.

BCS Wealth Management first reported a position in VOE in Q4 2019 and has held it in 23 quarters since. The position peaked at $1M in Q4 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

BCS Wealth Management held 2,830 shares of Vanguard Morningstar Mid-Cap Value ETF worth $559K as of Q2 2026.
BCS Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of BCS Wealth Management's portfolio in Q2 2026, its #165 holding.
BCS Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 23 quarters since.
BCS Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1M in Q4 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.