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

Cahaba 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	$231K	Buy	1,169 +1	+0.1%	+$193	0.01%	154
2026 Q1	$215K	Sell	1,168 -43	-4%	-$8.03K	0.01%	144
2025 Q4	$215K	Sell	1,211 -24	-2%	-$4.2K	0.01%	146
2025 Q3	$216K	Buy	+1,235	New	+$210K	0.02%	144
2024 Q2	–	Sell	-1,312	Closed	-$205K	–	156
2024 Q1	$205K	Buy	+1,312	New	+$193K	0.02%	145

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

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

Cahaba Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.09% in Q2 2026, buying an estimated $193 and bringing the position to 1,169 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #154.

Cahaba Wealth Management first reported a position in VOE in Q1 2024 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Cahaba Wealth Management held 1,169 shares of Vanguard Morningstar Mid-Cap Value ETF worth $231K as of Q2 2026.
Cahaba 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 0.01% of Cahaba Wealth Management's portfolio in Q2 2026, its #154 holding.
Cahaba Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.