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Graney & King’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Graney & King’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 		$5.14K Buy
+26
New +$5.03K ﹤0.01% 285
2026
Q1 		– Sell
-51
Closed -$9.07K – 381
2025
Q4 		$9.07K Hold
51
– – 0.01% 242
2025
Q3 		$8.83K Buy
51
+1
+2% +$170 0.01% 242
2025
Q2 		$8.28K Hold
50
– – 0.01% 233
2025
Q1 		$8.08K Buy
+50
New +$8.17K 0.01% 227

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Graney & King's VOE Position: Q2 2026 in Review

Graney & King opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 26 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Graney & King previously reported a position in VOE as recently as Q4 2025.

Graney & King first reported a position in VOE in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.07K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Graney & King held 26 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.14K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Graney & King position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Graney & King's portfolio in Q2 2026, its #285 holding.
  • Graney & King first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Graney & King's Vanguard Morningstar Mid-Cap Value ETF position peaked at $9.07K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.