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

Ethos Financial Group’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	$363K	Hold	1,764	–	–	0.02%	439
2026 Q1	$325K	Hold	1,764	–	–	0.02%	388
2025 Q4	$313K	Hold	1,764	–	–	0.02%	381
2025 Q3	$309K	Hold	1,764	–	–	0.02%	359
2025 Q2	$292K	Buy	+1,764	New	+$279K	0.03%	345

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

Ethos Financial Group's VOE Position: Q2 2026 in Review

Ethos Financial Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,764 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #439.

Ethos Financial Group first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Ethos Financial Group held 1,764 shares of Vanguard Morningstar Mid-Cap Value ETF worth $363K as of Q2 2026.
Ethos Financial Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #439 holding.
Ethos Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.