Envestnet Portfolio Solutions’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Envestnet Portfolio 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	$387K	Buy	1,957 +328	+20%	+$63.5K	﹤0.01%	1083
2026 Q1	$300K	Sell	1,629 -1,284	-44%	-$240K	﹤0.01%	1114
2025 Q4	$517K	Sell	2,913 -2,395	-45%	-$419K	﹤0.01%	1048
2025 Q3	$927K	Buy	5,308 +1,301	+32%	+$221K	﹤0.01%	764
2025 Q2	$659K	Sell	4,007 -754	-16%	-$119K	﹤0.01%	975
2025 Q1	$764K	Sell	4,761 -5,402	-53%	-$883K	﹤0.01%	886
2024 Q4	$1.64M	Buy	10,163 +2,461	+32%	+$415K	0.01%	735
2024 Q3	$1.29M	Buy	7,702 +388	+5%	+$61.7K	﹤0.01%	810
2024 Q2	$1.1M	Buy	7,314 +265	+4%	+$40.2K	﹤0.01%	829
2024 Q1	$1.1M	Buy	7,049 +835	+13%	+$123K	﹤0.01%	816
2023 Q4	$901K	Buy	6,214 +3,357	+118%	+$451K	﹤0.01%	817
2023 Q3	$374K	Buy	+2,857	New	+$396K	﹤0.01%	1117

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

Envestnet Portfolio Solutions's VOE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 20% in Q2 2026, buying an estimated $63.5K and bringing the position to 1,957 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Envestnet Portfolio Solutions first reported a position in VOE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.64M in Q4 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Envestnet Portfolio Solutions held 1,957 shares of Vanguard Morningstar Mid-Cap Value ETF worth $387K as of Q2 2026.
Envestnet Portfolio Solutions bought 328 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $63.5K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1083 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.64M in Q4 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.