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

Bullock 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	$46.3K	Buy	234 +1	+0.4%	+$193	0.02%	291
2026 Q1	$43.1K	Hold	233	–	–	0.02%	285
2025 Q4	$41.3K	Buy	233 +1	+0.4%	+$175	0.02%	285
2025 Q3	$40.4K	Buy	232 +1	+0.4%	+$170	0.02%	282
2025 Q2	$38.5K	Hold	231	–	–	0.02%	263
2025 Q1	$37.1K	Hold	231	–	–	0.02%	265
2024 Q4	$37.3K	Buy	231 +1	+0.4%	+$169	0.02%	269
2024 Q3	$38.4K	Sell	230 -25	-10%	-$3.97K	0.02%	262
2024 Q2	$38.1K	Sell	255 -49	-16%	-$7.44K	0.02%	260
2024 Q1	$47K	Buy	+304	New	+$44.6K	0.03%	248

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

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

Bullock Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.43% in Q2 2026, buying an estimated $193 and bringing the position to 234 shares worth $46.3K. The position accounts for 0.02% of the portfolio, ranked #291.

Bullock Wealth Management first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. The position peaked at $47K in Q1 2024. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Bullock Wealth Management held 234 shares of Vanguard Morningstar Mid-Cap Value ETF worth $46.3K as of Q2 2026.
Bullock Wealth Management bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #291 holding.
Bullock Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $47K in Q1 2024.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.