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Dynamic Advisor Solutions’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Dynamic Advisor Solutions’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 		$706K Buy
3,575
+19
+0.5% +$3.68K 0.02% 578
2026
Q1 		$655K Buy
3,556
+127
+4% +$23.7K 0.02% 564
2025
Q4 		$608K Sell
3,429
-80
-2% -$14K 0.02% 579
2025
Q3 		$613K Buy
3,509
+7
+0.2% +$1.19K 0.02% 573
2025
Q2 		$576K Buy
3,502
+1,540
+78% +$244K 0.02% 573
2025
Q1 		$315K Buy
+1,962
New +$321K 0.01% 696
2024
Q4 		– Sell
-2,486
Closed -$417K – 894
2024
Q3 		$417K Sell
2,486
-263
-10% -$41.8K 0.01% 654
2024
Q2 		$414K Sell
2,749
-881
-24% -$134K 0.01% 673
2024
Q1 		$566K Buy
3,630
+173
+5% +$25.4K 0.02% 577
2023
Q4 		$498K Buy
3,457
+387
+13% +$52K 0.02% 578
2023
Q3 		$402K Sell
3,070
-84
-3% -$11.6K 0.02% 574
2023
Q2 		$436K Sell
3,154
-1,255
-28% -$167K 0.02% 529
2023
Q1 		$591K Sell
4,409
-495
-10% -$68.7K 0.03% 434
2022
Q4 		$663K Sell
4,904
-584
-11% -$78.3K 0.05% 376
2022
Q3 		$668K Sell
5,488
-1,220
-18% -$165K 0.05% 326
2022
Q2 		$869K Sell
6,708
-99
-1% -$14K 0.07% 274
2022
Q1 		$1.02M Sell
6,807
-1,567
-19% -$230K 0.07% 261
2021
Q4 		$1.26M Buy
8,374
+1,315
+19% +$193K 0.09% 234
2021
Q3 		$986K Sell
7,059
-235
-3% -$33.4K 0.07% 290
2021
Q2 		$1.02M Sell
7,294
-726
-9% -$103K 0.08% 273
2021
Q1 		$1.08M Buy
8,020
+1,034
+15% +$132K 0.1% 237
2020
Q4 		$831K Buy
6,986
+3,470
+99% +$389K 0.08% 270
2020
Q3 		$356K Buy
3,516
+1,021
+41% +$103K 0.04% 382
2020
Q2 		$239K Buy
+2,495
New +$229K 0.03% 428

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

Dynamic Advisor Solutions's VOE Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.53% in Q2 2026, buying an estimated $3.68K and bringing the position to 3,575 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #578.

Dynamic Advisor Solutions first reported a position in VOE in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.26M in Q4 2021. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Dynamic Advisor Solutions held 3,575 shares of Vanguard Morningstar Mid-Cap Value ETF worth $706K as of Q2 2026.
  • Dynamic Advisor Solutions bought 19 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $3.68K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #578 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.26M in Q4 2021.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.