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Clarity Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Clarity Capital Advisors’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 		$513K Buy
2,598
+41
+2% +$7.93K 0.22% 62
2026
Q1 		$471K Buy
2,557
+44
+2% +$8.22K 0.22% 63
2025
Q4 		$446K Buy
2,513
+55
+2% +$9.63K 0.22% 66
2025
Q3 		$429K Buy
2,458
+69
+3% +$11.7K 0.23% 63
2025
Q2 		$393K Buy
2,389
+782
+49% +$124K 0.23% 62
2025
Q1 		$258K Buy
1,607
+116
+8% +$19K 0.17% 73
2024
Q4 		$241K Buy
1,491
+23
+2% +$3.88K 0.16% 71
2024
Q3 		$246K Buy
1,468
+53
+4% +$8.43K 0.18% 73
2024
Q2 		$213K Buy
1,415
+36
+3% +$5.46K 0.16% 74
2024
Q1 		$215K Buy
+1,379
New +$202K 0.17% 74

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
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

Clarity Capital Advisors's VOE Position: Q2 2026 in Review

Clarity Capital Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.6% in Q2 2026, buying an estimated $7.93K and bringing the position to 2,598 shares worth $513K. The position accounts for 0.22% of the portfolio, ranked #62.

Clarity Capital Advisors first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Clarity Capital Advisors held 2,598 shares of Vanguard Morningstar Mid-Cap Value ETF worth $513K as of Q2 2026.
  • Clarity Capital Advisors bought 41 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $7.93K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.22% of Clarity Capital Advisors's portfolio in Q2 2026, its #62 holding.
  • Clarity Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 610 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.