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

EPG 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	$32.8K	Hold	166	–	–	0.01%	245
2026 Q1	$30.5K	Buy	166 +1	+0.6%	+$187	0.01%	245
2025 Q4	$29.3K	Sell	165 -63	-28%	-$11K	0.01%	244
2025 Q3	$39.9K	Hold	228	–	–	0.01%	233
2025 Q2	$37.5K	Hold	228	–	–	0.01%	235
2025 Q1	$36.6K	Hold	228	–	–	0.01%	307
2024 Q4	$36.8K	Buy	228 +1	+0.4%	+$169	0.01%	312
2024 Q3	$38.1K	Buy	+227	New	+$36.1K	0.01%	312
2024 Q2	–	Sell	-431	Closed	-$65.4K	–	300
2024 Q1	$67.2K	Buy	431 +2	+0.5%	+$294	0.02%	302
2023 Q4	$61.3K	Buy	429 +13	+3%	+$1.75K	0.02%	294
2023 Q3	$54.5K	Buy	416 +1	+0.2%	+$139	0.02%	292
2023 Q2	$57.4K	Buy	415 +2	+0.5%	+$267	0.02%	288
2023 Q1	$55.4K	Buy	413 +64	+18%	+$8.88K	0.02%	290
2022 Q4	$47.2K	Buy	349 +5	+1%	+$671	0.02%	266
2022 Q3	$42K	Buy	+344	New	+$46.6K	0.02%	269
2022 Q2	–	Sell	-334	Closed	-$50K	–	394
2022 Q1	$50K	Buy	334 +1	+0.3%	+$147	0.02%	293
2021 Q4	$50K	Buy	333 +1	+0.3%	+$147	0.02%	294
2021 Q3	$46K	Buy	+332	New	+$47.2K	0.02%	277
2020 Q2	–	Sell	-506	Closed	-$41K	–	755
2020 Q1	$41K	Sell	506 -48	-9%	-$5.17K	0.03%	310
2019 Q4	$66K	Buy	+554	New	+$63.8K	0.05%	199

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

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

EPG Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 166 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #245.

EPG Wealth Management first reported a position in VOE in Q4 2019 and has held it in 20 quarters since. The position peaked at $67.2K in Q1 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

EPG Wealth Management held 166 shares of Vanguard Morningstar Mid-Cap Value ETF worth $32.8K as of Q2 2026.
EPG Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #245 holding.
EPG Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $67.2K in Q1 2024.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.