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

Evoke Wealth’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	–	Sell	-1,227	Closed	-$226K	–	641
2026 Q1	$226K	Buy	+1,227	New	+$229K	﹤0.01%	623
2025 Q3	–	Sell	-1,380	Closed	-$228K	–	686
2025 Q2	$228K	Sell	1,380 -674	-33%	-$107K	0.01%	529
2025 Q1	$330K	Buy	+2,054	New	+$336K	0.01%	332
2023 Q1	–	Sell	-2,466	Closed	-$334K	–	378
2022 Q4	$334K	Hold	2,466	–	–	0.01%	266
2022 Q3	$300K	Hold	2,466	–	–	0.01%	262
2022 Q2	$319K	Hold	2,466	–	–	0.01%	258
2022 Q1	$369K	Buy	2,466 +2,149	+678%	+$316K	0.01%	262
2021 Q4	$48K	Hold	317	–	–	﹤0.01%	535
2021 Q3	$44K	Hold	317	–	–	﹤0.01%	525
2021 Q2	$45K	Buy	+317	New	+$44.8K	﹤0.01%	537

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

Evoke Wealth's VOE Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,227 shares — an estimated $226K sold.

Evoke Wealth first reported a position in VOE in Q2 2021 and held it in 10 quarters. The position peaked at $369K in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Evoke Wealth reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,227 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $226K.
Evoke Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and held it in 10 quarters.
Evoke Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $369K in Q1 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.