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

Buttonwood 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	$2.05M	Buy	10,379 +562	+6%	+$109K	0.62%	38
2026 Q1	$1.81M	Buy	9,817 +1,541	+19%	+$288K	0.61%	44
2025 Q4	$1.47M	Buy	8,276 +151	+2%	+$26.4K	0.49%	44
2025 Q3	$1.42M	Buy	8,125 +962	+13%	+$164K	0.49%	44
2025 Q2	$1.18M	Buy	7,163 +535	+8%	+$84.7K	0.47%	40
2025 Q1	$1.06M	Buy	6,628 +1,033	+18%	+$169K	0.47%	43
2024 Q4	$905K	Buy	5,595 +1,116	+25%	+$188K	0.4%	49
2024 Q3	$751K	Buy	4,479 +346	+8%	+$55K	0.33%	53
2024 Q2	$622K	Buy	4,133 +1,445	+54%	+$219K	0.29%	63
2024 Q1	$419K	Buy	2,688 +479	+22%	+$70.3K	0.2%	79
2023 Q4	$320K	Buy	+2,209	New	+$297K	0.17%	84

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

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

Buttonwood Financial Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.7% in Q2 2026, buying an estimated $109K and bringing the position to 10,379 shares worth $2.05M. The position accounts for 0.62% of the portfolio, ranked #38.

Buttonwood Financial Advisors first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Buttonwood Financial Advisors held 10,379 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.05M as of Q2 2026.
Buttonwood Financial Advisors bought 562 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $109K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.62% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #38 holding.
Buttonwood Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.