Fortitude Family Office’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Fortitude Family Office’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	$2.43M	Hold	12,300	–	–	0.47%	38
2026 Q1	$2.27M	Hold	12,300	–	–	0.51%	41
2025 Q4	$2.18M	Hold	12,300	–	–	0.51%	43
2025 Q3	$2.15M	Buy	+12,300	New	+$2.09M	0.58%	39

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

Fortitude Family Office's VOE Position: Q2 2026 in Review

Fortitude Family Office held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 12,300 shares worth $2.43M. The position accounts for 0.47% of the portfolio, ranked #38.

Fortitude Family Office first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Fortitude Family Office held 12,300 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.43M as of Q2 2026.
Fortitude Family Office left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.47% of Fortitude Family Office's portfolio in Q2 2026, its #38 holding.
Fortitude Family Office first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.