Center For Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Center For Asset Management’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	$2.04M	Buy	10,344 +253	+3%	+$48.9K	0.91%	29
2026 Q1	$1.86M	Sell	10,091 -710	-7%	-$133K	0.92%	29
2025 Q4	$1.92M	Sell	10,801 -493	-4%	-$86.3K	1%	28
2025 Q3	$1.97M	Sell	11,294 -3,287	-23%	-$559K	1.05%	26
2025 Q2	$2.35M	Buy	14,581 +3,097	+27%	+$490K	1.45%	21
2025 Q1	$1.84M	Sell	11,484 -3,473	-23%	-$568K	1.13%	27
2024 Q4	$2.42M	Buy	14,957 +994	+7%	+$168K	1.57%	18
2024 Q3	$2.34M	Buy	13,963 +418	+3%	+$66.5K	1.4%	23
2024 Q2	$2.04M	Buy	13,545 +259	+2%	+$39.3K	1.35%	21
2024 Q1	$2.07M	Buy	13,286 +846	+7%	+$124K	1.7%	16
2023 Q4	$1.8M	Buy	12,440 +191	+2%	+$25.7K	1.64%	15
2023 Q3	$1.6M	Sell	12,249 -931	-7%	-$129K	1.6%	15
2023 Q2	$1.82M	Buy	13,180 +237	+2%	+$31.6K	1.72%	15
2023 Q1	$1.74M	Sell	12,943 -38	-0.3%	-$5.27K	1.7%	13
2022 Q4	$1.76M	Sell	12,981 -486	-4%	-$65.2K	1.64%	13
2022 Q3	$1.64M	Buy	13,467 +418	+3%	+$56.6K	1.63%	14
2022 Q2	$1.69M	Buy	13,049 +239	+2%	+$33.8K	1.57%	12
2022 Q1	$1.92M	Sell	12,810 -385	-3%	-$56.6K	1.48%	18
2021 Q4	$1.98M	Sell	13,195 -76	-0.6%	-$11.2K	1.47%	19
2021 Q3	$1.85M	Buy	13,271 +263	+2%	+$37.4K	1.56%	18
2021 Q2	$1.83M	Sell	13,008 -212	-2%	-$30K	1.58%	18
2021 Q1	$1.78M	Buy	13,220 +385	+3%	+$49.3K	1.71%	17
2020 Q4	$1.53M	Buy	+12,835	New	+$1.44M	1.52%	19

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

Center For Asset Management's VOE Position: Q2 2026 in Review

Center For Asset Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.5% in Q2 2026, buying an estimated $48.9K and bringing the position to 10,344 shares worth $2.04M. The position accounts for 0.91% of the portfolio, ranked #29.

Center For Asset Management first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.42M in Q4 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Center For Asset Management held 10,344 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.04M as of Q2 2026.
Center For Asset Management bought 253 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $48.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.91% of Center For Asset Management's portfolio in Q2 2026, its #29 holding.
Center For Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
Center For Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.42M in Q4 2024.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.