Drucker Wealth 3.0’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Drucker Wealth 3.0’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	$5.52M	Sell	27,934 -1,731	-6%	-$335K	0.87%	25
2026 Q1	$5.47M	Sell	29,665 -308	-1%	-$57.5K	0.95%	24
2025 Q4	$5.32M	Buy	29,973 +1,002	+3%	+$175K	0.93%	23
2025 Q3	$5.06M	Buy	28,971 +14,666	+103%	+$2.5M	0.9%	23
2025 Q2	$2.39M	Buy	14,305 +10,299	+257%	+$1.63M	0.46%	46
2025 Q1	$643K	Sell	4,006 -125	-3%	-$20.4K	0.14%	96
2024 Q4	$668K	Sell	4,131 -52	-1%	-$8.77K	0.15%	98
2024 Q3	$701K	Sell	4,183 -102	-2%	-$16.2K	0.17%	95
2024 Q2	$645K	Buy	+4,285	New	+$650K	0.17%	96

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

Drucker Wealth 3.0's VOE Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.8% in Q2 2026, selling an estimated $335K and leaving 27,934 shares worth $5.52M. The position accounts for 0.87% of the portfolio, ranked #25.

Drucker Wealth 3.0 first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Drucker Wealth 3.0 held 27,934 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.52M as of Q2 2026.
Drucker Wealth 3.0 sold 1,731 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $335K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.87% of Drucker Wealth 3.0's portfolio in Q2 2026, its #25 holding.
Drucker Wealth 3.0 first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.