CDKV Holdings’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

CDKV Holdings’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	$1.58K	Hold	8	–	–	﹤0.01%	259
2026 Q1	$1.48K	Hold	8	–	–	﹤0.01%	259
2025 Q4	$1.42K	Buy	+8	New	+$1.4K	﹤0.01%	259

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

CDKV Holdings's VOE Position: Q2 2026 in Review

CDKV Holdings held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 8 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

CDKV Holdings first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

CDKV Holdings held 8 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.58K as of Q2 2026.
CDKV Holdings left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of CDKV Holdings's portfolio in Q2 2026, its #259 holding.
CDKV Holdings first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on CDKV Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.