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

Claro 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	$274K	Sell	1,387 -50	-3%	-$9.67K	0.03%	427
2026 Q1	$265K	Buy	1,437 +296	+26%	+$55.3K	0.03%	410
2025 Q4	$202K	Buy	+1,141	New	+$200K	0.03%	411
2025 Q1	–	Sell	-1,291	Closed	-$209K	–	553
2024 Q4	$209K	Hold	1,291	–	–	0.03%	458
2024 Q3	$216K	Buy	+1,291	New	+$205K	0.03%	466
2019 Q1	–	Sell	-143	Closed	-$16K	–	915
2018 Q4	$16K	Buy	+143	New	+$15K	0.01%	593

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

Claro Advisors's VOE Position: Q2 2026 in Review

Claro Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.5% in Q2 2026, selling an estimated $9.67K and leaving 1,387 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #427.

Claro Advisors first reported a position in VOE in Q4 2018 and has held it in 6 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Claro Advisors held 1,387 shares of Vanguard Morningstar Mid-Cap Value ETF worth $274K as of Q2 2026.
Claro Advisors sold 50 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $9.67K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #427 holding.
Claro Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 6 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.