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

ETF Portfolio Partners’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 		$9.69M Sell
49,050
-240
-0.5% -$46.4K 2.31% 15
2026
Q1 		$9.08M Buy
49,290
+764
+2% +$143K 2.39% 15
2025
Q4 		$8.61M Buy
48,526
+908
+2% +$159K 2.22% 15
2025
Q3 		$8.31M Buy
47,618
+1,156
+2% +$197K 2.21% 16
2025
Q2 		$7.64M Buy
46,462
+3,295
+8% +$522K 2.12% 16
2025
Q1 		$6.93M Buy
43,167
+39,817
+1,189% +$6.51M 2.09% 16
2024
Q4 		$542K Buy
3,350
+229
+7% +$38.6K 0.16% 31
2024
Q3 		$523K Sell
3,121
-349
-10% -$55.5K 0.15% 33
2024
Q2 		$522K Sell
3,470
-479
-12% -$72.7K 0.16% 33
2024
Q1 		$616K Buy
3,949
+16
+0.4% +$2.35K 0.2% 34
2023
Q4 		$570K Buy
3,933
+6
+0.2% +$806 0.19% 32
2023
Q3 		$514K Buy
3,927
+20
+0.5% +$2.77K 0.19% 32
2023
Q2 		$541K Buy
3,907
+1,129
+41% +$151K 0.19% 32
2023
Q1 		$372K Buy
2,778
+176
+7% +$24.4K 0.14% 38
2022
Q4 		$352K Buy
2,602
+49
+2% +$6.57K 0.15% 38
2022
Q3 		$311K Buy
2,553
+131
+5% +$17.7K 0.14% 40
2022
Q2 		$314K Buy
+2,422
New +$343K 0.14% 39

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ETF Portfolio Partners's VOE Position: Q2 2026 in Review

ETF Portfolio Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.49% in Q2 2026, selling an estimated $46.4K and leaving 49,050 shares worth $9.69M. The position accounts for 2.31% of the portfolio, ranked #15.

ETF Portfolio Partners first reported a position in VOE in Q2 2022 and has held it in 17 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • ETF Portfolio Partners held 49,050 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.69M as of Q2 2026.
  • ETF Portfolio Partners sold 240 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $46.4K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.31% of ETF Portfolio Partners's portfolio in Q2 2026, its #15 holding.
  • ETF Portfolio Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.