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Forum Private Client Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Forum Private Client Group’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 		$447K Buy
2,263
+36
+2% +$6.96K 0.13% 56
2026
Q1 		$410K Hold
2,227
– – 0.14% 52
2025
Q4 		$395K Hold
2,227
– – 0.13% 53
2025
Q3 		$389K Buy
2,227
+1
+0% +$170 0.14% 54
2025
Q2 		$366K Buy
2,226
+7
+0.3% +$1.11K 0.14% 55
2025
Q1 		$356K Sell
2,219
-8
-0.4% -$1.31K 0.15% 54
2024
Q4 		$360K Sell
2,227
-256
-10% -$43.2K 0.16% 54
2024
Q3 		$416K Sell
2,483
-21
-0.8% -$3.34K 0.18% 50
2024
Q2 		$377K Buy
2,504
+17
+0.7% +$2.58K 0.18% 50
2024
Q1 		$388K Buy
2,487
+60
+2% +$8.81K 0.19% 52
2023
Q4 		$352K Buy
+2,427
New +$326K 0.18% 52
2023
Q3 		– Sell
-2,923
Closed -$404K – 66
2023
Q2 		$404K Buy
2,923
+22
+0.8% +$2.93K 0.23% 49
2023
Q1 		$389K Sell
2,901
-60
-2% -$8.32K 0.25% 50
2022
Q4 		$400K Hold
2,961
– – 0.28% 46
2022
Q3 		$361K Buy
2,961
+404
+16% +$54.7K 0.27% 48
2022
Q2 		$331K Buy
2,557
+31
+1% +$4.38K 0.24% 50
2022
Q1 		$378K Buy
+2,526
New +$372K 0.29% 48

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

Forum Private Client Group's VOE Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.6% in Q2 2026, buying an estimated $6.96K and bringing the position to 2,263 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #56.

Forum Private Client Group first reported a position in VOE in Q1 2022 and has held it in 17 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Forum Private Client Group held 2,263 shares of Vanguard Morningstar Mid-Cap Value ETF worth $447K as of Q2 2026.
  • Forum Private Client Group bought 36 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $6.96K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of Forum Private Client Group's portfolio in Q2 2026, its #56 holding.
  • Forum Private Client Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.