Causey Wealth LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Causey Wealth LLC’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	$4.59M	Sell	23,206 -1,089	-4%	-$211K	1.79%	19
2026 Q1	$4.48M	Sell	24,295 -5,346	-18%	-$999K	1.9%	19
2025 Q4	$5.26M	Sell	29,641 -1,301	-4%	-$228K	2.39%	18
2025 Q3	$5.4M	Sell	30,942 -1,620	-5%	-$276K	2.64%	15
2025 Q2	$5.36M	Sell	32,562 -794	-2%	-$126K	2.75%	14
2025 Q1	$5.35M	Sell	33,356 -6,672	-17%	-$1.09M	2.99%	12
2024 Q4	$6.48M	Buy	+40,028	New	+$6.75M	3.77%	9

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

Causey Wealth LLC's VOE Position: Q2 2026 in Review

Causey Wealth LLC reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.5% in Q2 2026, selling an estimated $211K and leaving 23,206 shares worth $4.59M. The position accounts for 1.79% of the portfolio, ranked #19.

Causey Wealth LLC first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.48M in Q4 2024. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Causey Wealth LLC held 23,206 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.59M as of Q2 2026.
Causey Wealth LLC sold 1,089 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $211K.
Vanguard Morningstar Mid-Cap Value ETF made up 1.79% of Causey Wealth LLC's portfolio in Q2 2026, its #19 holding.
Causey Wealth LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.48M in Q4 2024.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.