Cardiff Park Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Cardiff Park 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	$1.9M	Buy	9,604 +38	+0.4%	+$7.35K	0.15%	81
2026 Q1	$1.76M	Buy	9,566 +44	+0.5%	+$8.22K	0.14%	82
2025 Q4	$1.69M	Buy	9,522 +37	+0.4%	+$6.48K	0.14%	83
2025 Q3	$1.66M	Buy	9,485 +42	+0.4%	+$7.15K	0.13%	87
2025 Q2	$1.55M	Hold	9,443	–	–	0.13%	83
2025 Q1	$1.52M	Buy	9,443 +53	+0.6%	+$8.66K	0.15%	75
2024 Q4	$1.52M	Buy	9,390 +49	+0.5%	+$8.27K	0.14%	78
2024 Q3	$1.57M	Buy	9,341 +94	+1%	+$14.9K	0.14%	75
2024 Q2	$1.39M	Hold	9,247	–	–	0.13%	79
2024 Q1	$1.44M	Buy	9,247 +32	+0.3%	+$4.7K	0.14%	78
2023 Q4	$1.34M	Buy	9,215 +50	+0.5%	+$6.72K	0.15%	73
2023 Q3	$1.2M	Buy	9,165 +1,132	+14%	+$157K	0.15%	73
2023 Q2	$1.11M	Buy	8,033 +37	+0.5%	+$4.93K	0.14%	82
2023 Q1	$1.07M	Buy	7,996 +144	+2%	+$20K	0.14%	83
2022 Q4	$1.06M	Sell	7,852 -219	-3%	-$29.4K	0.15%	86
2022 Q3	$983K	Hold	8,071	–	–	0.15%	80
2022 Q2	$1.04M	Sell	8,071 -711	-8%	-$101K	0.16%	76
2022 Q1	$1.31M	Hold	8,782	–	–	0.19%	60
2021 Q4	$1.32M	Buy	+8,782	New	+$1.29M	0.17%	62

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

Cardiff Park Advisors's VOE Position: Q2 2026 in Review

Cardiff Park Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.4% in Q2 2026, buying an estimated $7.35K and bringing the position to 9,604 shares worth $1.9M. The position accounts for 0.15% of the portfolio, ranked #81.

Cardiff Park Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Cardiff Park Advisors held 9,604 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.9M as of Q2 2026.
Cardiff Park Advisors bought 38 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $7.35K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.15% of Cardiff Park Advisors's portfolio in Q2 2026, its #81 holding.
Cardiff Park Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.