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Shah Wealth Advisors, LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Shah Wealth Advisors, 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
Q2 		$27.1M Buy
+136,988
New +$26.5M 6.25% 3

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SGAM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Shah Wealth Advisors, LLC's VOE Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 136,988 shares worth $27.1M. The stake represents 6.25% of the portfolio and ranks #3 among its holdings.

889 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Shah Wealth Advisors, LLC held 136,988 shares of Vanguard Morningstar Mid-Cap Value ETF worth $27.1M as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Shah Wealth Advisors, LLC position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 6.25% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #3 holding.
  • 889 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.