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

Crewe 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	$1.66K	Hold	8	–	–	﹤0.01%	1007
2026 Q1	$1.54K	Hold	8	–	–	﹤0.01%	927
2025 Q4	$1.49K	Hold	8	–	–	﹤0.01%	934
2025 Q3	$1.46K	Hold	8	–	–	﹤0.01%	881
2025 Q2	$1.38K	Buy	8 +4	+100%	+$633	﹤0.01%	599
2025 Q1	$643	Hold	4	–	–	﹤0.01%	611
2024 Q4	$648	Hold	4	–	–	﹤0.01%	540
2024 Q3	$671	Buy	+4	New	+$636	﹤0.01%	655
2023 Q3	–	Sell	-2	Closed	-$277	–	912
2023 Q2	$277	Hold	2	–	–	﹤0.01%	679
2023 Q1	$269	Buy	+2	New	+$277	﹤0.01%	787

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

Crewe Advisors's VOE Position: Q2 2026 in Review

Crewe Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 8 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Crewe Advisors first reported a position in VOE in Q1 2023 and has held it in 10 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Crewe Advisors held 8 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.66K as of Q2 2026.
Crewe Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1007 holding.
Crewe Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 10 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.