Gen-Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Gen-Wealth Partners’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	$259K	Sell	1,313 -9	-0.7%	-$1.74K	0.07%	219
2026 Q1	$244K	Hold	1,322	–	–	0.08%	231
2025 Q4	$234K	Sell	1,322 -94	-7%	-$16.5K	0.08%	246
2025 Q3	$247K	Hold	1,416	–	–	0.08%	219
2025 Q2	$233K	Buy	1,416 +41	+3%	+$6.49K	0.09%	203
2025 Q1	$221K	Hold	1,375	–	–	0.09%	198
2024 Q4	$222K	Hold	1,375	–	–	0.1%	200
2024 Q3	$230K	Sell	1,375 -24	-2%	-$3.81K	0.1%	204
2024 Q2	$210K	Hold	1,399	–	–	0.1%	196
2024 Q1	$218K	Buy	+1,399	New	+$205K	0.11%	195

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

Gen-Wealth Partners's VOE Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.68% in Q2 2026, selling an estimated $1.74K and leaving 1,313 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #219.

Gen-Wealth Partners first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Gen-Wealth Partners held 1,313 shares of Vanguard Morningstar Mid-Cap Value ETF worth $259K as of Q2 2026.
Gen-Wealth Partners sold 9 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.74K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Gen-Wealth Partners's portfolio in Q2 2026, its #219 holding.
Gen-Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.