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

Certuity’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 		$269K Buy
+1,360
New +$263K 0.01% 526

Other funds holding VOE

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Certuity's VOE Position: Q2 2026 in Review

Certuity opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,360 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings.

561 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Certuity held 1,360 shares of Vanguard Morningstar Mid-Cap Value ETF worth $269K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Certuity position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Certuity's portfolio in Q2 2026, its #526 holding.
  • 561 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.