Empowered Funds’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Empowered Funds’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	$681K	Sell	3,448 -4,271	-55%	-$826K	﹤0.01%	1573
2026 Q1	$1.42M	Buy	+7,719	New	+$1.44M	0.01%	1264
2025 Q4	–	Sell	-77,875	Closed	-$13.6M	–	1893
2025 Q3	$13.6M	Buy	77,875 +8,639	+12%	+$1.47M	0.14%	151
2025 Q2	$11.4M	Buy	69,236 +62,734	+965%	+$9.93M	0.13%	162
2025 Q1	$1.04M	Sell	6,502 -72	-1%	-$11.8K	0.01%	975
2024 Q4	$1.06M	Hold	6,574	–	–	0.02%	954
2024 Q3	$1.1M	Hold	6,574	–	–	0.02%	873
2024 Q2	$989K	Buy	6,574 +519	+9%	+$78.8K	0.02%	864
2024 Q1	$944K	Buy	6,055 +3,460	+133%	+$508K	0.02%	902
2023 Q4	$376K	Buy	+2,595	New	+$349K	0.01%	1052
2022 Q2	–	Sell	-37,427	Closed	-$5.6M	–	336
2022 Q1	$5.6M	Buy	+37,427	New	+$5.5M	0.61%	33
2021 Q3	–	Sell	-8,402	Closed	-$1.18M	–	287
2021 Q2	$1.18M	Buy	+8,402	New	+$1.19M	0.15%	149

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

Empowered Funds's VOE Position: Q2 2026 in Review

Empowered Funds reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 55% in Q2 2026, selling an estimated $826K and leaving 3,448 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Empowered Funds first reported a position in VOE in Q2 2021 and has held it in 12 quarters since. The position peaked at $13.6M in Q3 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Empowered Funds held 3,448 shares of Vanguard Morningstar Mid-Cap Value ETF worth $681K as of Q2 2026.
Empowered Funds sold 4,271 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $826K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1573 holding.
Empowered Funds first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 12 quarters since.
Empowered Funds's Vanguard Morningstar Mid-Cap Value ETF position peaked at $13.6M in Q3 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.