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

Daymark 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	$624K	Buy	3,159 +1,604	+103%	+$310K	0.02%	426
2026 Q1	$287K	Buy	1,555 +7	+0.5%	+$1.31K	0.01%	586
2025 Q4	$275K	Buy	1,548 +13	+0.8%	+$2.27K	0.01%	508
2025 Q3	$268K	Buy	+1,535	New	+$261K	0.01%	509
2024 Q3	–	Sell	-1,535	Closed	-$231K	–	530
2024 Q2	$231K	Buy	+1,535	New	+$233K	0.01%	458

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

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

Daymark Wealth Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 103% in Q2 2026, buying an estimated $310K and bringing the position to 3,159 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #426.

Daymark Wealth Partners first reported a position in VOE in Q2 2024 and has held it in 5 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Daymark Wealth Partners held 3,159 shares of Vanguard Morningstar Mid-Cap Value ETF worth $624K as of Q2 2026.
Daymark Wealth Partners bought 1,604 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $310K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #426 holding.
Daymark Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 5 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.