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 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%	-$9.66K	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

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

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

Evermay Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 14% in Q2 2026, buying an estimated $13K and bringing the position to 540 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #261.

Evermay Wealth Management first reported a position in VOE in Q2 2021 and has held it in 19 quarters since. The position peaked at $450K in Q1 2024. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Evermay Wealth Management held 540 shares of Vanguard Morningstar Mid-Cap Value ETF worth $107K as of Q2 2026.
Evermay Wealth Management bought 67 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $13K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #261 holding.
Evermay Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 19 quarters since.
Evermay Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $450K in Q1 2024.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.