Berman McAleer’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Berman McAleer’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	$60.2M	Sell	304,687 -1,482	-0.5%	-$287K	6.97%	4
2026 Q1	$56.4M	Buy	306,169 +5,680	+2%	+$1.06M	7.7%	4
2025 Q4	$53.3M	Buy	300,489 +5,982	+2%	+$1.05M	7.28%	4
2025 Q3	$51.7M	Buy	+294,507	New	+$50.1M	7.23%	4

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

Berman McAleer's VOE Position: Q2 2026 in Review

Berman McAleer reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.48% in Q2 2026, selling an estimated $287K and leaving 304,687 shares worth $60.2M. The position accounts for 6.97% of the portfolio, ranked #4.

Berman McAleer first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Berman McAleer held 304,687 shares of Vanguard Morningstar Mid-Cap Value ETF worth $60.2M as of Q2 2026.
Berman McAleer sold 1,482 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $287K.
Vanguard Morningstar Mid-Cap Value ETF made up 6.97% of Berman McAleer's portfolio in Q2 2026, its #4 holding.
Berman McAleer first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.