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

Destiny 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	–	Sell	-2,143	Closed	-$395K	–	1067
2026 Q1	$395K	Buy	2,143 +4	+0.2%	+$747	0.04%	159
2025 Q4	$396K	Hold	2,139	–	–	0.05%	147
2025 Q3	$373K	Hold	2,139	–	–	0.05%	146
2025 Q2	$352K	Hold	2,139	–	–	0.05%	145
2025 Q1	$343K	Hold	2,139	–	–	0.05%	126
2024 Q4	$346K	Hold	2,139	–	–	0.06%	128
2024 Q3	$359K	Sell	2,139 -12	-0.6%	-$1.91K	0.06%	118
2024 Q2	$324K	Hold	2,151	–	–	0.06%	117
2024 Q1	$335K	Buy	2,151 +12	+0.6%	+$1.76K	0.06%	117
2023 Q4	$307K	Sell	2,139 -85	-4%	-$11.4K	0.06%	129
2023 Q3	$291K	Buy	2,224 +85	+4%	+$11.8K	0.06%	132
2023 Q2	$307K	Hold	2,139	–	–	0.06%	132
2023 Q1	$287K	Hold	2,139	–	–	0.06%	144
2022 Q4	$289K	Hold	2,139	–	–	0.06%	161
2022 Q3	$260K	Hold	2,139	–	–	0.06%	161
2022 Q2	$277K	Hold	2,139	–	–	0.06%	127
2022 Q1	$320K	Hold	2,139	–	–	0.06%	124
2021 Q4	$322K	Hold	2,139	–	–	0.06%	138
2021 Q3	$299K	Hold	2,139	–	–	0.06%	138
2021 Q2	$301K	Hold	2,139	–	–	0.06%	158
2021 Q1	$288K	Hold	2,139	–	–	0.06%	139
2020 Q4	$254K	Buy	+2,139	New	+$240K	0.05%	188

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

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

Destiny Wealth Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 2,143 shares — an estimated $395K sold.

Destiny Wealth Partners first reported a position in VOE in Q4 2020 and held it in 22 quarters. The position peaked at $396K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Destiny Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 2,143 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $395K.
Destiny Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and held it in 22 quarters.
Destiny Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $396K in Q4 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.