Golden State Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Golden State Wealth Management’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	$303K	Buy	1,532 +2	+0.1%	+$387	0.03%	351
2026 Q1	$282K	Sell	1,530 -76	-5%	-$14.2K	0.03%	335
2025 Q4	$285K	Sell	1,606 -63	-4%	-$11K	0.03%	333
2025 Q3	$291K	Sell	1,669 -30	-2%	-$5.1K	0.03%	319
2025 Q2	$279K	Sell	1,699 -360	-17%	-$57K	0.03%	314
2025 Q1	$331K	Sell	2,059 -68	-3%	-$11.1K	0.05%	277
2024 Q4	$344K	Buy	+2,127	New	+$359K	0.05%	257
2020 Q2	–	Sell	-827	Closed	-$67K	–	891
2020 Q1	$67K	Buy	+827	New	+$89.1K	0.03%	310
2019 Q4	–	Sell	-1,404	Closed	-$159K	–	929
2019 Q3	$159K	Hold	1,404	–	–	0.05%	236
2019 Q2	$156K	Buy	1,404 +35	+3%	+$3.83K	0.05%	259
2019 Q1	$148K	Buy	+1,369	New	+$144K	0.05%	264

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 Wealth Management's VOE Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.13% in Q2 2026, buying an estimated $387 and bringing the position to 1,532 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #351.

Golden State Wealth Management first reported a position in VOE in Q1 2019 and has held it in 11 quarters since. The position peaked at $344K in Q4 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Golden State Wealth Management held 1,532 shares of Vanguard Morningstar Mid-Cap Value ETF worth $303K as of Q2 2026.
Golden State Wealth Management bought 2 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $387.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #351 holding.
Golden State Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $344K in Q4 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.