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

GC Wealth Management RIA’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	$2.31M	Sell	11,684 -5,432	-32%	-$1.05M	0.13%	138
2026 Q1	$3.15M	Sell	17,116 -73	-0.4%	-$13.6K	0.13%	118
2025 Q4	$3.05M	Sell	17,189 -1,319	-7%	-$231K	0.11%	119
2025 Q3	$3.23M	Sell	18,508 -5,460	-23%	-$929K	0.11%	146
2025 Q2	$3.94M	Sell	23,968 -2,611	-10%	-$413K	0.32%	63
2025 Q1	$4.27M	Sell	26,579 -260	-1%	-$42.5K	0.78%	27
2024 Q4	$4.34M	Sell	26,839 -1,037	-4%	-$175K	0.76%	27
2024 Q3	$4.67M	Sell	27,876 -108	-0.4%	-$17.2K	0.82%	25
2024 Q2	$4.21M	Sell	27,984 -60	-0.2%	-$9.11K	0.83%	24
2024 Q1	$4.37M	Buy	28,044 +159	+0.6%	+$23.3K	0.88%	23
2023 Q4	$4.04M	Buy	+27,885	New	+$3.75M	1.82%	11

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

GC Wealth Management RIA's VOE Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 32% in Q2 2026, selling an estimated $1.05M and leaving 11,684 shares worth $2.31M. The position accounts for 0.13% of the portfolio, ranked #138.

GC Wealth Management RIA first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.67M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

GC Wealth Management RIA held 11,684 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.31M as of Q2 2026.
GC Wealth Management RIA sold 5,432 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.05M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of GC Wealth Management RIA's portfolio in Q2 2026, its #138 holding.
GC Wealth Management RIA first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.67M in Q3 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.