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Chemistry Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Chemistry Wealth 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 		$1.37M Sell
6,939
-129
-2% -$25K 0.22% 71
2026
Q1 		$1.3M Hold
7,068
– – 0.23% 66
2025
Q4 		$1.25M Hold
7,068
– – 0.23% 71
2025
Q3 		$1.23M Buy
7,068
+14
+0.2% +$2.38K 0.24% 67
2025
Q2 		$1.16M Buy
7,054
+1
+0% +$158 0.25% 68
2025
Q1 		$1.13M Buy
7,053
+123
+2% +$20.1K 0.26% 62
2024
Q4 		$1.12M Sell
6,930
-63
-0.9% -$10.6K 0.26% 61
2024
Q3 		$1.17M Buy
6,993
+38
+0.5% +$6.04K 0.28% 63
2024
Q2 		$1.05M Buy
6,955
+686
+11% +$104K 0.27% 59
2024
Q1 		$977K Buy
6,269
+31
+0.5% +$4.55K 0.26% 64
2023
Q4 		$905K Buy
6,238
+205
+3% +$27.5K 0.27% 61
2023
Q3 		$790K Sell
6,033
-157
-3% -$21.7K 0.26% 60
2023
Q2 		$857K Sell
6,190
-422
-6% -$56.3K 0.28% 58
2023
Q1 		$886K Buy
6,612
+318
+5% +$44.1K 0.31% 55
2022
Q4 		$851K Buy
6,294
+73
+1% +$9.79K 0.33% 54
2022
Q3 		$758K Buy
6,221
+596
+11% +$80.7K 0.3% 57
2022
Q2 		$729K Sell
5,625
-114
-2% -$16.1K 0.28% 64
2022
Q1 		$859K Buy
+5,739
New +$844K 0.29% 55

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Chemistry Wealth Management's VOE Position: Q2 2026 in Review

Chemistry Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.8% in Q2 2026, selling an estimated $25K and leaving 6,939 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #71.

Chemistry Wealth Management first reported a position in VOE in Q1 2022 and has held it in 18 quarters since. 654 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Chemistry Wealth Management held 6,939 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.37M as of Q2 2026.
  • Chemistry Wealth Management sold 129 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $25K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.22% of Chemistry Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Chemistry Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 654 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.