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

Clearstead 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 		$942K Buy
4,766
+11
+0.2% +$2.13K 0.01% 564
2026
Q1 		$876K Hold
4,755
– – 0.01% 559
2025
Q4 		$843K Sell
4,755
-131
-3% -$22.9K 0.01% 521
2025
Q3 		$853K Buy
4,886
+543
+13% +$92.4K 0.01% 502
2025
Q2 		$714K Sell
4,343
-1,254
-22% -$199K 0.01% 512
2025
Q1 		$899K Buy
5,597
+308
+6% +$50.4K 0.01% 438
2024
Q4 		$856K Sell
5,289
-32
-0.6% -$5.4K 0.01% 444
2024
Q3 		$892K Buy
5,321
+26
+0.5% +$4.13K 0.01% 441
2024
Q2 		$797K Buy
5,295
+2,859
+117% +$434K 0.01% 441
2024
Q1 		$375K Buy
2,436
+136
+6% +$20K 0.02% 358
2023
Q4 		$334K Sell
2,300
-2,608
-53% -$350K 0.02% 378
2023
Q3 		$643K Buy
4,908
+2,184
+80% +$302K 0.02% 363
2023
Q2 		$377K Buy
2,724
+842
+45% +$112K 0.02% 331
2023
Q1 		$252K Buy
1,882
+474
+34% +$65.8K 0.02% 361
2022
Q4 		$190K Hold
1,408
– – 0.01% 390
2022
Q3 		$171K Hold
1,408
– – 0.02% 385
2022
Q2 		$182K Hold
1,408
– – 0.01% 393
2022
Q1 		$211K Sell
1,408
-2
-0.1% -$294 0.01% 398
2021
Q4 		$212K Buy
1,410
+2
+0.1% +$294 0.01% 381
2021
Q3 		$197K Buy
1,408
+423
+43% +$60.1K 0.01% 370
2021
Q2 		$138K Hold
985
– – 0.01% 399
2021
Q1 		$133K Hold
985
– – 0.01% 391
2020
Q4 		$117K Hold
985
– – 0.01% 389
2020
Q3 		$100K Hold
985
– – 0.01% 370
2020
Q2 		$94K Hold
985
– – 0.01% 355
2020
Q1 		$80K Buy
+985
New +$106K 0.01% 355

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Clearstead Advisors's VOE Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.23% in Q2 2026, buying an estimated $2.13K and bringing the position to 4,766 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #564.

Clearstead Advisors first reported a position in VOE in Q1 2020 and has held it in 26 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Clearstead Advisors held 4,766 shares of Vanguard Morningstar Mid-Cap Value ETF worth $942K as of Q2 2026.
  • Clearstead Advisors bought 11 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.13K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #564 holding.
  • Clearstead Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.