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

FFT 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	$225K	Hold	1,139	–	–	0.04%	92
2026 Q1	$210K	Hold	1,139	–	–	0.04%	99
2025 Q4	$202K	Buy	+1,139	New	+$199K	0.04%	86
2021 Q3	–	Sell	-1,139	Closed	-$160K	–	236
2021 Q2	$160K	Buy	+1,139	New	+$161K	0.04%	81

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

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

FFT Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,139 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #92.

FFT Wealth Management first reported a position in VOE in Q2 2021 and has held it in 4 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

FFT Wealth Management held 1,139 shares of Vanguard Morningstar Mid-Cap Value ETF worth $225K as of Q2 2026.
FFT Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of FFT Wealth Management's portfolio in Q2 2026, its #92 holding.
FFT Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 4 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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