Beaumont Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Beaumont 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	$437K	Hold	2,214	–	–	0.03%	259
2026 Q1	$408K	Sell	2,214 -98	-4%	-$18.3K	0.03%	261
2025 Q4	$410K	Sell	2,312 -80	-3%	-$14K	0.03%	257
2025 Q3	$418K	Sell	2,392 -32	-1%	-$5.45K	0.03%	263
2025 Q2	$399K	Hold	2,424	–	–	0.03%	257
2025 Q1	$389K	Sell	2,424 -35	-1%	-$5.72K	0.03%	257
2024 Q4	$398K	Sell	2,459 -8	-0.3%	-$1.35K	0.03%	253
2024 Q3	$414K	Hold	2,467	–	–	0.03%	233
2024 Q2	$371K	Hold	2,467	–	–	0.03%	245
2024 Q1	$385K	Sell	2,467 -48	-2%	-$7.05K	0.03%	240
2023 Q4	$365K	Hold	2,515	–	–	0.03%	234
2023 Q3	$329K	Sell	2,515 -8	-0.3%	-$1.11K	0.03%	233
2023 Q2	$349K	Sell	2,523 -174	-6%	-$23.2K	0.03%	246
2023 Q1	$362K	Sell	2,697 -14	-0.5%	-$1.94K	0.04%	219
2022 Q4	$367K	Hold	2,711	–	–	0.04%	216
2022 Q3	$330K	Buy	+2,711	New	+$367K	0.03%	223

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

Beaumont Financial Advisors's VOE Position: Q2 2026 in Review

Beaumont Financial Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 2,214 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #259.

Beaumont Financial Advisors first reported a position in VOE in Q3 2022 and has held it in 16 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Beaumont Financial Advisors held 2,214 shares of Vanguard Morningstar Mid-Cap Value ETF worth $437K as of Q2 2026.
Beaumont Financial Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #259 holding.
Beaumont Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.