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

BKM 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	$1.41M	Sell	7,148 -2,479	-26%	-$480K	0.5%	59
2026 Q1	$1.77M	Buy	9,627 +527	+6%	+$98.5K	0.65%	48
2025 Q4	$1.61M	Buy	9,100 +858	+10%	+$150K	0.59%	50
2025 Q3	$1.44M	Buy	8,242 +367	+5%	+$62.4K	0.53%	57
2025 Q2	$1.3M	Buy	7,875 +166	+2%	+$26.3K	0.51%	59
2025 Q1	$1.24M	Buy	7,709 +725	+10%	+$119K	0.51%	59
2024 Q4	$1.13M	Sell	6,984 -120	-2%	-$20.2K	0.46%	60
2024 Q3	$1.19M	Buy	7,104 +181	+3%	+$28.8K	0.48%	60
2024 Q2	$1.04M	Buy	6,923 +610	+10%	+$92.6K	0.5%	62
2024 Q1	$984K	Buy	6,313 +222	+4%	+$32.6K	0.42%	71
2023 Q4	$883K	Buy	+6,091	New	+$818K	0.38%	71

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

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

BKM Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 26% in Q2 2026, selling an estimated $480K and leaving 7,148 shares worth $1.41M. The position accounts for 0.5% of the portfolio, ranked #59.

BKM Wealth Management first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

BKM Wealth Management held 7,148 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.41M as of Q2 2026.
BKM Wealth Management sold 2,479 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $480K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.5% of BKM Wealth Management's portfolio in Q2 2026, its #59 holding.
BKM Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.77M in Q1 2026.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.