Diversify Wealth 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
$676K Buy
3,292
+342
+12% +$66.2K 0.01% 776
2026
Q1
$566K Buy
+2,950
New +$551K 0.01% 774
2024
Q3
Sell
-2,658
Closed -$404K 498
2024
Q2
$404K Buy
+2,658
New +$403K 0.05% 313

Other funds holding VOE

Diversify Wealth Management's VOE Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 12% in Q2 2026, buying an estimated $66.2K and bringing the position to 3,292 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #776.

Diversify Wealth Management first reported a position in VOE in Q2 2024 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Diversify Wealth Management held 3,292 shares of Vanguard Morningstar Mid-Cap Value ETF worth $676K as of Q2 2026.
  • Diversify Wealth Management bought 342 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $66.2K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #776 holding.
  • Diversify Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.