Evermay Wealth Management
VOE icon

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

Evermay 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
Q3 		$104K Sell
534
-6
-1% -$1.23K 0.01% 276
2026
Q2 		$107K Buy
540
+67
+14% +$13K 0.01% 261
2026
Q1 		$87.2K Hold
473
– – 0.01% 268
2025
Q4 		$83.9K Hold
473
– – 0.01% 274
2025
Q3 		$82.6K Hold
473
– – 0.01% 287
2025
Q2 		$77.8K Sell
473
-61
-11% -$9.7K 0.01% 292
2025
Q1 		$85.8K Buy
534
+2
+0.4% +$327 0.01% 276
2024
Q4 		$86.1K Sell
532
-760
-59% -$128K 0.01% 267
2024
Q3 		$217K Sell
1,292
-1,558
-55% -$248K 0.03% 190
2024
Q2 		$429K Sell
2,850
-35
-1% -$5.31K 0.07% 138
2024
Q1 		$450K Buy
2,885
+2,705
+1,503% +$397K 0.07% 136
2023
Q4 		$26.1K Hold
180
– – ﹤0.01% 377
2023
Q3 		$23.6K Hold
180
– – ﹤0.01% 367
2023
Q2 		$24.9K Buy
180
+67
+59% +$8.93K ﹤0.01% 365
2023
Q1 		$15.2K Buy
+113
New +$15.7K ﹤0.01% 378
2022
Q3 		– Sell
-176
Closed -$23K – 564
2022
Q2 		$23K Hold
176
– – ﹤0.01% 337
2022
Q1 		$26K Hold
176
– – ﹤0.01% 351
2021
Q4 		$26K Hold
176
– – ﹤0.01% 337
2021
Q3 		$25K Hold
176
– – ﹤0.01% 322
2021
Q2 		$25K Buy
+176
New +$24.9K ﹤0.01% 341

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Evermay Wealth Management's VOE Position: Q3 2026 in Review

Evermay Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.1% in Q3 2026, selling an estimated $1.23K and leaving 534 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #276.

Evermay Wealth Management first reported a position in VOE in Q2 2021 and has held it in 20 quarters since. The position peaked at $450K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Evermay Wealth Management held 534 shares of Vanguard Morningstar Mid-Cap Value ETF worth $104K as of Q3 2026.
  • Evermay Wealth Management sold 6 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $1.23K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #276 holding.
  • Evermay Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $450K in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.