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

HB 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 		$7.74M Buy
39,166
+3,252
+9% +$629K 0.04% 203
2026
Q1 		$6.62M Buy
35,914
+6
+0% +$1.12K 0.04% 212
2025
Q4 		$6.37M Sell
35,908
-219
-0.6% -$38.3K 0.04% 224
2025
Q3 		$6.31M Buy
36,127
+1,294
+4% +$220K 0.04% 224
2025
Q2 		$5.73M Sell
34,833
-2,848
-8% -$451K 0.05% 207
2025
Q1 		$6.05M Buy
37,681
+2,114
+6% +$346K 0.05% 199
2024
Q4 		$5.75M Buy
35,567
+5,384
+18% +$908K 0.06% 148
2024
Q3 		$5.06M Sell
30,183
-51
-0.2% -$8.11K 0.05% 156
2024
Q2 		$4.55M Buy
30,234
+4
+0% +$607 0.05% 160
2024
Q1 		$4.71M Sell
30,230
-409
-1% -$60.1K 0.06% 158
2023
Q4 		$4.44M Buy
30,639
+524
+2% +$70.4K 0.06% 149
2023
Q3 		$3.94M Sell
30,115
-173
-0.6% -$24K 0.06% 147
2023
Q2 		$4.19M Buy
30,288
+36
+0.1% +$4.8K 0.07% 141
2023
Q1 		$4.06M Buy
30,252
+153
+0.5% +$21.2K 0.07% 140
2022
Q4 		$4.07M Sell
30,099
-327
-1% -$43.9K 0.07% 132
2022
Q3 		$3.71M Buy
30,426
+3,837
+14% +$519K 0.08% 122
2022
Q2 		$3.44M Sell
26,589
-8,889
-25% -$1.26M 0.07% 132
2022
Q1 		$5.31M Buy
35,478
+12,037
+51% +$1.77M 0.1% 103
2021
Q4 		$3.52M Buy
+23,441
New +$3.44M 0.07% 111

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

HB Wealth Management's VOE Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.1% in Q2 2026, buying an estimated $629K and bringing the position to 39,166 shares worth $7.74M. The position accounts for 0.04% of the portfolio, ranked #203.

HB Wealth Management first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • HB Wealth Management held 39,166 shares of Vanguard Morningstar Mid-Cap Value ETF worth $7.74M as of Q2 2026.
  • HB Wealth Management bought 3,252 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $629K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #203 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.