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

BIP 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 		$413K Buy
2,092
+249
+14% +$48.2K 0.01% 399
2026
Q1 		$340K Buy
1,843
+47
+3% +$8.78K 0.01% 349
2025
Q4 		$319K Hold
1,796
– – 0.01% 358
2025
Q3 		$314K Hold
1,796
– – 0.02% 231
2025
Q2 		$295K Sell
1,796
-663
-27% -$105K 0.02% 211
2025
Q1 		$395K Buy
2,459
+566
+30% +$92.5K 0.03% 176
2024
Q4 		$306K Buy
1,893
+53
+3% +$8.94K 0.02% 203
2024
Q3 		$309K Buy
1,840
+222
+14% +$35.3K 0.02% 181
2024
Q2 		$243K Buy
1,618
+34
+2% +$5.16K 0.02% 169
2024
Q1 		$247K Hold
1,584
– – 0.02% 190
2023
Q4 		$230K Sell
1,584
-117
-7% -$15.7K 0.02% 178
2023
Q3 		$223K Buy
+1,701
New +$236K 0.02% 162

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BIP Wealth's VOE Position: Q2 2026 in Review

BIP Wealth increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 14% in Q2 2026, buying an estimated $48.2K and bringing the position to 2,092 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #399.

BIP Wealth first reported a position in VOE in Q3 2023 and has held it in 12 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • BIP Wealth held 2,092 shares of Vanguard Morningstar Mid-Cap Value ETF worth $413K as of Q2 2026.
  • BIP Wealth bought 249 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $48.2K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #399 holding.
  • BIP Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.