Harpswell Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Harpswell Capital Advisors’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	$494K	Sell	2,500 -200	-7%	-$38.7K	0.32%	32
2026 Q1	$498K	Hold	2,700	–	–	0.37%	29
2025 Q4	$479K	Hold	2,700	–	–	0.38%	27
2025 Q3	$471K	Buy	+2,700	New	+$459K	0.45%	24

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

Harpswell Capital Advisors's VOE Position: Q2 2026 in Review

Harpswell Capital Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.4% in Q2 2026, selling an estimated $38.7K and leaving 2,500 shares worth $494K. The position accounts for 0.32% of the portfolio, ranked #32.

Harpswell Capital Advisors first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. The position peaked at $498K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Harpswell Capital Advisors held 2,500 shares of Vanguard Morningstar Mid-Cap Value ETF worth $494K as of Q2 2026.
Harpswell Capital Advisors sold 200 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $38.7K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.32% of Harpswell Capital Advisors's portfolio in Q2 2026, its #32 holding.
Harpswell Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
Harpswell Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $498K in Q1 2026.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Harpswell Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.