EverSource Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

EverSource Wealth Advisors’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	$3.6M	Sell	18,241 -16,640	-48%	-$3.22M	0.12%	150
2026 Q1	$6.43M	Buy	34,881 +11,477	+49%	+$2.14M	0.2%	90
2025 Q4	$4.15M	Sell	23,404 -1,853	-7%	-$324K	0.15%	113
2025 Q3	$4.41M	Sell	25,257 -573	-2%	-$97.5K	0.17%	109
2025 Q2	$4.25M	Sell	25,830 -209	-0.8%	-$33.1K	0.19%	104
2025 Q1	$4.18M	Buy	26,039 +524	+2%	+$85.7K	0.23%	93
2024 Q4	$4.13M	Sell	25,515 -354	-1%	-$59.7K	0.23%	92
2024 Q3	$4.34M	Sell	25,869 -106	-0.4%	-$16.9K	0.27%	78
2024 Q2	$4.14M	Buy	25,975 +145	+0.6%	+$22K	0.28%	79
2024 Q1	$3.85M	Sell	25,830 -591	-2%	-$86.8K	0.3%	74
2023 Q4	$3.83M	Sell	26,421 -853	-3%	-$115K	0.35%	71
2023 Q3	$3.57M	Sell	27,274 -473	-2%	-$65.5K	0.38%	70
2023 Q2	$3.84M	Sell	27,747 -387	-1%	-$51.6K	0.42%	63
2023 Q1	$3.77M	Sell	28,134 -286	-1%	-$39.7K	0.47%	54
2022 Q4	$3.84M	Sell	28,420 -799	-3%	-$107K	0.58%	36
2022 Q3	$3.56M	Sell	29,219 -1,750	-6%	-$237K	0.81%	26
2022 Q2	$4.01M	Sell	30,969 -1,605	-5%	-$227K	1.03%	17
2022 Q1	$4.88M	Sell	32,574 -636	-2%	-$93.5K	1.24%	14
2021 Q4	$4.99M	Buy	+33,210	New	+$4.88M	1.4%	15

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

EverSource Wealth Advisors's VOE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 48% in Q2 2026, selling an estimated $3.22M and leaving 18,241 shares worth $3.6M. The position accounts for 0.12% of the portfolio, ranked #150.

EverSource Wealth Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.43M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

EverSource Wealth Advisors held 18,241 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.6M as of Q2 2026.
EverSource Wealth Advisors sold 16,640 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $3.22M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of EverSource Wealth Advisors's portfolio in Q2 2026, its #150 holding.
EverSource Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.43M in Q1 2026.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.