Greatmark Investment Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Greatmark Investment 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	$206K	Buy	+1,042	New	+$202K	0.02%	153
2025 Q3	–	Sell	-1,244	Closed	-$205K	–	150
2025 Q2	$205K	Sell	1,244 -101	-8%	-$16K	0.03%	139
2025 Q1	$216K	Hold	1,345	–	–	0.03%	131
2024 Q4	$218K	Hold	1,345	–	–	0.03%	134
2024 Q3	$226K	Sell	1,345 -25	-2%	-$3.97K	0.03%	126
2024 Q2	$206K	Hold	1,370	–	–	0.03%	126
2024 Q1	$214K	Buy	+1,370	New	+$201K	0.03%	123

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

Greatmark Investment Partners's VOE Position: Q2 2026 in Review

Greatmark Investment Partners opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,042 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #153 among its holdings. This is a return to the name: Greatmark Investment Partners previously reported a position in VOE as recently as Q2 2025.

Greatmark Investment Partners first reported a position in VOE in Q1 2024 and has held it in 7 quarters since. The position peaked at $226K in Q3 2024. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Greatmark Investment Partners held 1,042 shares of Vanguard Morningstar Mid-Cap Value ETF worth $206K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Greatmark Investment Partners position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Greatmark Investment Partners's portfolio in Q2 2026, its #153 holding.
Greatmark Investment Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
Greatmark Investment Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $226K in Q3 2024.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.