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

Dodds Wealth’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	$281K	Hold	1,423	–	–	0.06%	50
2026 Q1	$262K	Sell	1,423 -67	-4%	-$12.5K	0.06%	48
2025 Q4	$264K	Hold	1,490	–	–	0.06%	50
2025 Q3	$260K	Buy	1,490 +1	+0.1%	+$170	0.06%	49
2025 Q2	$245K	Sell	1,489 -9	-0.6%	-$1.43K	0.07%	51
2025 Q1	$240K	Buy	1,498 +1	+0.1%	+$163	0.08%	56
2024 Q4	$249K	Hold	1,497	–	–	0.08%	53
2024 Q3	$248K	Hold	1,497	–	–	0.08%	53
2024 Q2	$224K	Hold	1,497	–	–	0.09%	54
2024 Q1	$233K	Buy	1,497 +67	+5%	+$9.84K	0.09%	52
2023 Q4	$207K	Buy	+1,430	New	+$192K	0.11%	53

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

Dodds Wealth's VOE Position: Q2 2026 in Review

Dodds Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,423 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #50.

Dodds Wealth first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Dodds Wealth held 1,423 shares of Vanguard Morningstar Mid-Cap Value ETF worth $281K as of Q2 2026.
Dodds Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Dodds Wealth's portfolio in Q2 2026, its #50 holding.
Dodds Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.