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Dunhill Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Dunhill Financial’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 		$26.5K Hold
134
– – 0.01% 443
2026
Q1 		$24.7K Buy
+134
New +$25K 0.01% 405
2025
Q3 		– Sell
-33
Closed -$5.43K – 1021
2025
Q2 		$5.43K Hold
33
– – ﹤0.01% 541
2025
Q1 		$5.3K Sell
33
-33
-50% -$5.39K ﹤0.01% 550
2024
Q4 		$10.7K Buy
66
+33
+100% +$5.57K 0.01% 367
2024
Q3 		$5.53K Hold
33
– – ﹤0.01% 531
2024
Q2 		$4.96K Hold
33
– – ﹤0.01% 395
2024
Q1 		$5.14K Buy
+33
New +$4.84K ﹤0.01% 317

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

Dunhill Financial's VOE Position: Q2 2026 in Review

Dunhill Financial held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 134 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #443.

Dunhill Financial first reported a position in VOE in Q1 2024 and has held it in 8 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Dunhill Financial held 134 shares of Vanguard Morningstar Mid-Cap Value ETF worth $26.5K as of Q2 2026.
  • Dunhill Financial left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #443 holding.
  • Dunhill Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.