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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.6M Sell
144,951
-1,003
-0.7% -$194K 6.12% 3
2026
Q1
$26.9M Sell
145,954
-117
-0.1% -$21.9K 4.61% 3
2025
Q4
$25.9M Buy
+146,071
New +$25.6M 6.05% 3

Other funds holding VOE

Diversified Management's VOE Position: Q2 2026 in Review

Diversified Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.69% in Q2 2026, selling an estimated $194K and leaving 144,951 shares worth $28.6M. The position accounts for 6.12% of the portfolio, ranked #3.

Diversified Management first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Diversified Management held 144,951 shares of Vanguard Morningstar Mid-Cap Value ETF worth $28.6M as of Q2 2026.
  • Diversified Management sold 1,003 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 6.12% of Diversified Management's portfolio in Q2 2026, its #3 holding.
  • Diversified Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.