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

Clarity 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	–	Sell	-118	Closed	-$21.8K	–	267
2026 Q1	$21.8K	Hold	118	–	–	0.01%	198
2025 Q4	$20.9K	Buy	118 +1	+0.9%	+$175	0.01%	167
2025 Q3	$20.4K	Buy	117 +1	+0.9%	+$170	0.01%	168
2025 Q2	$19.1K	Buy	+116	New	+$18.4K	0.01%	177

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

Clarity Asset Management's VOE Position: Q2 2026 in Review

Clarity Asset Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 118 shares — an estimated $21.8K sold.

Clarity Asset Management first reported a position in VOE in Q2 2025 and held it in 4 quarters. The position peaked at $21.8K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Clarity Asset Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 118 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $21.8K.
Clarity Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and held it in 4 quarters.
Clarity Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $21.8K in Q1 2026.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.