Empower Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Empower Advisory Group’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	$821K	Buy	4,156 +6	+0.1%	+$1.16K	﹤0.01%	275
2026 Q1	$765K	Sell	4,150 -955	-19%	-$178K	﹤0.01%	271
2025 Q4	$905K	Buy	5,105 +689	+16%	+$121K	﹤0.01%	258
2025 Q3	$771K	Sell	4,416 -405	-8%	-$68.9K	﹤0.01%	276
2025 Q2	$793K	Sell	4,821 -25	-0.5%	-$3.96K	﹤0.01%	267
2025 Q1	$778K	Sell	4,846 -224	-4%	-$36.6K	﹤0.01%	260
2024 Q4	$820K	Sell	5,070 -347	-6%	-$58.5K	﹤0.01%	262
2024 Q3	$908K	Sell	5,417 -58	-1%	-$9.22K	﹤0.01%	241
2024 Q2	$824K	Sell	5,475 -401	-7%	-$60.9K	﹤0.01%	242
2024 Q1	$916K	Sell	5,876 -2,490	-30%	-$366K	﹤0.01%	232
2023 Q4	$1.21M	Buy	8,366 +41	+0.5%	+$5.51K	﹤0.01%	226
2023 Q3	$1.09M	Buy	8,325 +2,822	+51%	+$391K	﹤0.01%	227
2023 Q2	$762K	Sell	5,503 -477	-8%	-$63.6K	﹤0.01%	253
2023 Q1	$801K	Buy	+5,980	New	+$830K	﹤0.01%	253

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

Empower Advisory Group's VOE Position: Q2 2026 in Review

Empower Advisory Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.14% in Q2 2026, buying an estimated $1.16K and bringing the position to 4,156 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Empower Advisory Group first reported a position in VOE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2023. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Empower Advisory Group held 4,156 shares of Vanguard Morningstar Mid-Cap Value ETF worth $821K as of Q2 2026.
Empower Advisory Group bought 6 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.16K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #275 holding.
Empower Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.21M in Q4 2023.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.