Dynamic Wealth Strategies’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Dynamic Wealth Strategies’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 Q1	$11.8K	Hold	64	–	–	0.01%	218
2025 Q4	$11.4K	Hold	64	–	–	0.01%	203
2025 Q3	$11.2K	Hold	64	–	–	0.01%	197
2025 Q2	$10.5K	Buy	+64	New	+$10.1K	0.01%	194

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dynamic Wealth Strategies's VOE Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 64 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #218.

Dynamic Wealth Strategies first reported a position in VOE in Q2 2025 and has held it in 4 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Dynamic Wealth Strategies held 64 shares of Vanguard Mid-Cap Value ETF worth $11.8K as of Q1 2026.
Dynamic Wealth Strategies left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #218 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.