Carolina Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Carolina Wealth 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	$3.95K	Sell	20 -355	-95%	-$68.7K	﹤0.01%	249
2026 Q1	$69.1K	Hold	375	–	–	0.03%	106
2025 Q4	$66.5K	Sell	375 -15	-4%	-$2.63K	0.03%	99
2025 Q3	$68.1K	Hold	390	–	–	0.03%	94
2025 Q2	$64.1K	Hold	390	–	–	0.03%	91
2025 Q1	$62.6K	Buy	390 +355	+1,014%	+$58K	0.03%	84
2024 Q4	$5.66K	Sell	35 -8	-19%	-$1.35K	﹤0.01%	188
2024 Q3	$7.21K	Hold	43	–	–	﹤0.01%	192
2024 Q2	$6.47K	Hold	43	–	–	﹤0.01%	159
2024 Q1	$6.7K	Sell	43 -71	-62%	-$10.4K	﹤0.01%	159
2023 Q4	$16.5K	Hold	114	–	–	0.01%	147
2023 Q3	$14.9K	Hold	114	–	–	0.01%	157
2023 Q2	$15.8K	Hold	114	–	–	0.01%	139
2023 Q1	$15.3K	Hold	114	–	–	0.01%	139
2022 Q4	$15K	Hold	114	–	–	0.01%	137
2022 Q3	$14K	Hold	114	–	–	0.01%	135
2022 Q2	$15K	Hold	114	–	–	0.01%	153
2022 Q1	$17K	Hold	114	–	–	0.01%	159
2021 Q4	$17K	Buy	114 +1	+0.9%	+$147	0.01%	168
2021 Q3	$16K	Hold	113	–	–	0.01%	169
2021 Q2	$16K	Sell	113 -32	-22%	-$4.52K	0.01%	176
2021 Q1	$20K	Buy	145 +32	+28%	+$4.1K	0.01%	172
2020 Q4	$13K	Sell	113 -88	-44%	-$9.86K	0.01%	139
2020 Q3	$20K	Hold	201	–	–	0.02%	102
2020 Q2	$19K	Hold	201	–	–	0.02%	92
2020 Q1	$16K	Sell	201 -279	-58%	-$30K	0.02%	95
2019 Q4	$57K	Buy	+480	New	+$55.3K	0.05%	65

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

Carolina Wealth Advisors's VOE Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 95% in Q2 2026, selling an estimated $68.7K and leaving 20 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Carolina Wealth Advisors first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. The position peaked at $69.1K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Carolina Wealth Advisors held 20 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.95K as of Q2 2026.
Carolina Wealth Advisors sold 355 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $68.7K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #249 holding.
Carolina Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
Carolina Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $69.1K in Q1 2026.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.