Ceera Investments’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ceera Investments’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	$261K	Hold	1,320	–	–	0.11%	89
2026 Q1	$243K	Hold	1,320	–	–	0.11%	85
2025 Q4	$234K	Buy	1,320 +90	+7%	+$15.8K	0.09%	83
2025 Q3	$215K	Buy	+1,230	New	+$209K	0.07%	108
2024 Q4	–	Sell	-1,210	Closed	-$203K	–	107
2024 Q3	$203K	Buy	+1,210	New	+$192K	0.08%	100

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

Ceera Investments's VOE Position: Q2 2026 in Review

Ceera Investments held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,320 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #89.

Ceera Investments first reported a position in VOE in Q3 2024 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Ceera Investments held 1,320 shares of Vanguard Morningstar Mid-Cap Value ETF worth $261K as of Q2 2026.
Ceera Investments left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Ceera Investments's portfolio in Q2 2026, its #89 holding.
Ceera Investments first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 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 Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.