Comprehensive Money Management Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Comprehensive Money Management Services’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	$378K	Buy	1,915 +50	+3%	+$9.67K	0.24%	127
2026 Q1	$344K	Hold	1,865	–	–	0.23%	141
2025 Q4	$331K	Hold	1,865	–	–	0.23%	136
2025 Q3	$326K	Hold	1,865	–	–	0.23%	138
2025 Q2	$307K	Sell	1,865 -250	-12%	-$39.6K	0.23%	134
2025 Q1	$340K	Hold	2,115	–	–	0.27%	120
2024 Q4	$342K	Buy	+2,115	New	+$357K	0.28%	115

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

Comprehensive Money Management Services's VOE Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.7% in Q2 2026, buying an estimated $9.67K and bringing the position to 1,915 shares worth $378K. The position accounts for 0.24% of the portfolio, ranked #127.

Comprehensive Money Management Services first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Comprehensive Money Management Services held 1,915 shares of Vanguard Morningstar Mid-Cap Value ETF worth $378K as of Q2 2026.
Comprehensive Money Management Services bought 50 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $9.67K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.24% of Comprehensive Money Management Services's portfolio in Q2 2026, its #127 holding.
Comprehensive Money Management Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.