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White Sand Wealth Management LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

White Sand Wealth Management LLC’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 		$501K Buy
+2,563
New +$524K 0.36% 23

Other funds holding VOE

Morgan Stanley
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 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

White Sand Wealth Management LLC's VOE Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026: 2,563 shares worth $501K. The stake represents 0.36% of the portfolio and ranks #23 among its holdings.

1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • White Sand Wealth Management LLC held 2,563 shares of Vanguard Morningstar Mid-Cap Value ETF worth $501K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new White Sand Wealth Management LLC position in Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.36% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #23 holding.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.