Golden State Equity Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Golden State Equity 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	–	Sell	-127	Closed	-$23.4K	–	1704
2026 Q1	$23.4K	Buy	+127	New	+$23.7K	﹤0.01%	1059

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

Golden State Equity Partners's VOE Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 127 shares — an estimated $23.4K sold.

Golden State Equity Partners first reported a position in VOE in Q1 2026 and held it in 1 quarter. The position peaked at $23.4K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Golden State Equity Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 127 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $23.4K.
Golden State Equity Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $23.4K in Q1 2026.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.