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Diversified Enterprises’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Diversified Enterprises’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 		$562K Sell
2,845
-55
-2% -$10.6K 0.03% 236
2026
Q1 		$534K Buy
2,900
+39
+1% +$7.29K 0.03% 229
2025
Q4 		$507K Buy
2,861
+592
+26% +$104K 0.03% 214
2025
Q3 		$396K Hold
2,269
– – 0.03% 192
2025
Q2 		$373K Sell
2,269
-146
-6% -$23.1K 0.03% 200
2025
Q1 		$388K Buy
2,415
+69
+3% +$11.3K 0.03% 189
2024
Q4 		$380K Buy
2,346
+65
+3% +$11K 0.04% 156
2024
Q3 		$382K Buy
+2,281
New +$363K 0.04% 143

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

Diversified Enterprises's VOE Position: Q2 2026 in Review

Diversified Enterprises reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.9% in Q2 2026, selling an estimated $10.6K and leaving 2,845 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #236.

Diversified Enterprises first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Diversified Enterprises held 2,845 shares of Vanguard Morningstar Mid-Cap Value ETF worth $562K as of Q2 2026.
  • Diversified Enterprises sold 55 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Diversified Enterprises's portfolio in Q2 2026, its #236 holding.
  • Diversified Enterprises first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.