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Focus Partners Advisor Solutions’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Focus Partners Advisor Solutions’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 		$4.21M Buy
21,311
+108
+0.5% +$20.9K 0.04% 221
2026
Q1 		$3.91M Buy
21,203
+347
+2% +$64.8K 0.04% 209
2025
Q4 		$3.7M Sell
20,856
-11,974
-36% -$2.1M 0.05% 199
2025
Q3 		$5.73M Sell
32,830
-10,092
-24% -$1.72M 0.07% 156
2025
Q2 		$7.06M Buy
42,922
+6,496
+18% +$1.03M 0.09% 108
2025
Q1 		$5.85M Buy
36,426
+1,629
+5% +$266K 0.09% 113
2024
Q4 		$5.63M Buy
34,797
+22,910
+193% +$3.86M 0.1% 108
2024
Q3 		$1.99M Buy
11,887
+574
+5% +$91.3K 0.04% 199
2024
Q2 		$1.7M Buy
11,313
+1,588
+16% +$241K 0.04% 184
2024
Q1 		$1.52M Buy
9,725
+6,516
+203% +$957K 0.04% 188
2023
Q4 		$465K Sell
3,209
-292
-8% -$39.2K 0.02% 263
2023
Q3 		$459K Sell
3,501
-196
-5% -$27.1K 0.02% 276
2023
Q2 		$512K Buy
3,697
+326
+10% +$43.5K 0.03% 212
2023
Q1 		$452K Buy
3,371
+562
+20% +$78K 0.03% 215
2022
Q4 		$380K Sell
2,809
-30
-1% -$4.03K 0.03% 226
2022
Q3 		$346K Buy
2,839
+22
+0.8% +$2.98K 0.02% 279
2022
Q2 		$365K Buy
2,817
+679
+32% +$96.1K 0.03% 233
2022
Q1 		$319K Buy
+2,138
New +$314K 0.03% 233

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Advisor Solutions's VOE Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.51% in Q2 2026, buying an estimated $20.9K and bringing the position to 21,311 shares worth $4.21M. The position accounts for 0.04% of the portfolio, ranked #221.

Focus Partners Advisor Solutions first reported a position in VOE in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.06M in Q2 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Focus Partners Advisor Solutions held 21,311 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.21M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 108 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $20.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #221 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's Vanguard Morningstar Mid-Cap Value ETF position peaked at $7.06M in Q2 2025.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.