Clark Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Clark Wealth Partners’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	-13	Closed	-$2.4K	–	642
2026 Q1	$2.4K	Buy	+13	New	+$2.43K	﹤0.01%	429
2025 Q1	–	Sell	-8	Closed	-$1.29K	–	607
2024 Q4	$1.29K	Buy	+8	New	+$1.35K	﹤0.01%	424

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Clark Wealth Partners's VOE Position: Q2 2026 in Review

Clark Wealth Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 13 shares — an estimated $2.4K sold.

Clark Wealth Partners first reported a position in VOE in Q4 2024 and held it in 2 quarters. The position peaked at $2.4K in Q1 2026. 1,203 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Clark Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Clark Wealth Partners sold 13 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.4K.
Clark Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
Clark Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.4K in Q1 2026.
1,203 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.