Gladwyn Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Gladwyn Financial Advisors’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	$12.1M	Buy	61,465 +2,373	+4%	+$459K	7.6%	4
2026 Q1	$10.9M	Sell	59,092 -171	-0.3%	-$31.9K	7.58%	3
2025 Q4	$10.5M	Buy	59,263 +1,535	+3%	+$269K	7.39%	3
2025 Q3	$10.1M	Buy	57,728 +1,768	+3%	+$301K	7.23%	3
2025 Q2	$9.2M	Buy	+55,960	New	+$8.86M	7.12%	4

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

Gladwyn Financial Advisors's VOE Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4% in Q2 2026, buying an estimated $459K and bringing the position to 61,465 shares worth $12.1M. The position accounts for 7.6% of the portfolio, ranked #4.

Gladwyn Financial Advisors first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Gladwyn Financial Advisors held 61,465 shares of Vanguard Morningstar Mid-Cap Value ETF worth $12.1M as of Q2 2026.
Gladwyn Financial Advisors bought 2,373 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $459K.
Vanguard Morningstar Mid-Cap Value ETF made up 7.6% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #4 holding.
Gladwyn Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.