Envision Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Envision Financial’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	$2.9M	Sell	14,659 -2,488	-15%	-$481K	1.33%	19
2026 Q1	$3.16M	Sell	17,147 -3,235	-16%	-$604K	1.7%	15
2025 Q4	$3.62M	Sell	20,382 -773	-4%	-$135K	1.91%	14
2025 Q3	$3.69M	Sell	21,155 -931	-4%	-$158K	2.12%	15
2025 Q2	$3.63M	Hold	22,086	–	–	2.42%	13
2025 Q1	$3.55M	Sell	22,086 -1,089	-5%	-$178K	2.67%	12
2024 Q4	$3.75M	Buy	+23,175	New	+$3.91M	3.01%	10

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

Envision Financial's VOE Position: Q2 2026 in Review

Envision Financial reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 15% in Q2 2026, selling an estimated $481K and leaving 14,659 shares worth $2.9M. The position accounts for 1.33% of the portfolio, ranked #19.

Envision Financial first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.75M in Q4 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Envision Financial held 14,659 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.9M as of Q2 2026.
Envision Financial sold 2,488 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $481K.
Vanguard Morningstar Mid-Cap Value ETF made up 1.33% of Envision Financial's portfolio in Q2 2026, its #19 holding.
Envision Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Envision Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $3.75M in Q4 2024.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.