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

Everest 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 		$551K Sell
2,790
-86
-3% -$16.6K 0.07% 136
2026
Q1 		$530K Buy
2,876
+1,246
+76% +$233K 0.09% 125
2025
Q4 		$289K Buy
+1,630
New +$285K 0.06% 75

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

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

Everest Financial Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3% in Q2 2026, selling an estimated $16.6K and leaving 2,790 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #136.

Everest Financial Group first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,236 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Everest Financial Group held 2,790 shares of Vanguard Morningstar Mid-Cap Value ETF worth $551K as of Q2 2026.
  • Everest Financial Group sold 86 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $16.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Everest Financial Group's portfolio in Q2 2026, its #136 holding.
  • Everest Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.