EWM
VOE icon

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

Empirical Wealth Management’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 		$15.1M Buy
76,209
+5,436
+8% +$1.05M 0.22% 82
2026
Q1 		$13M Buy
70,773
+770
+1% +$144K 0.23% 80
2025
Q4 		$12.4M Buy
70,003
+371
+0.5% +$64.9K 0.22% 77
2025
Q3 		$12.2M Buy
69,632
+7,068
+11% +$1.2M 0.24% 78
2025
Q2 		$10.3M Buy
62,564
+4,900
+8% +$776K 0.23% 87
2025
Q1 		$9.26M Buy
57,664
+6,109
+12% +$999K 0.24% 89
2024
Q4 		$8.34M Buy
51,555
+4,376
+9% +$738K 0.23% 87
2024
Q3 		$7.91M Buy
47,179
+14,185
+43% +$2.26M 0.22% 90
2024
Q2 		$4.96M Buy
32,994
+5,042
+18% +$765K 0.15% 111
2024
Q1 		$4.36M Buy
27,952
+2,984
+12% +$438K 0.13% 118
2023
Q4 		$3.62M Buy
24,968
+4,063
+19% +$546K 0.12% 120
2023
Q3 		$2.74M Buy
20,905
+3,603
+21% +$499K 0.11% 129
2023
Q2 		$2.39M Sell
17,302
-1,459
-8% -$194K 0.1% 139
2023
Q1 		$2.52M Sell
18,761
-269
-1% -$37.3K 0.11% 123
2022
Q4 		$2.57M Buy
19,030
+5,205
+38% +$698K 0.12% 119
2022
Q3 		$1.68M Sell
13,825
-822
-6% -$111K 0.09% 141
2022
Q2 		$1.9M Buy
14,647
+5,589
+62% +$791K 0.1% 133
2022
Q1 		$1.36M Sell
9,058
-1,340
-13% -$197K 0.07% 176
2021
Q4 		$1.56M Buy
10,398
+2,106
+25% +$309K 0.08% 160
2021
Q3 		$1.16M Buy
8,292
+2,027
+32% +$288K 0.07% 168
2021
Q2 		$880K Buy
6,265
+537
+9% +$75.9K 0.05% 205
2021
Q1 		$773K Buy
5,728
+2,588
+82% +$331K 0.06% 192
2020
Q4 		$373K Buy
+3,140
New +$352K 0.03% 278

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Empirical Wealth Management's VOE Position: Q2 2026 in Review

Empirical Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.7% in Q2 2026, buying an estimated $1.05M and bringing the position to 76,209 shares worth $15.1M. The position accounts for 0.22% of the portfolio, ranked #82.

Empirical Wealth Management first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 585 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Empirical Wealth Management held 76,209 shares of Vanguard Morningstar Mid-Cap Value ETF worth $15.1M as of Q2 2026.
  • Empirical Wealth Management bought 5,436 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.05M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.22% of Empirical Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Empirical Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 585 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.