Greykasell Wealth Strategies’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Greykasell Wealth Strategies’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	$182K	Hold	919	–	–	0.07%	156
2026 Q1	$169K	Hold	919	–	–	0.07%	154
2025 Q4	$163K	Hold	919	–	–	0.06%	155
2025 Q3	$160K	Hold	919	–	–	0.07%	148
2025 Q2	$151K	Hold	919	–	–	0.07%	142
2025 Q1	$148K	Buy	+919	New	+$150K	0.08%	135

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

Greykasell Wealth Strategies's VOE Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 919 shares worth $182K. The position accounts for 0.07% of the portfolio, ranked #156.

Greykasell Wealth Strategies first reported a position in VOE in Q1 2025 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Greykasell Wealth Strategies held 919 shares of Vanguard Morningstar Mid-Cap Value ETF worth $182K as of Q2 2026.
Greykasell Wealth Strategies left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #156 holding.
Greykasell Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.