HBW Advisory Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,258
Closed -$232K 501
2026
Q1
$232K Buy
+1,258
New +$235K 0.02% 407
2024
Q4
Sell
-1,476
Closed -$247K 414
2024
Q3
$247K Buy
+1,476
New +$235K 0.04% 312
2021
Q3
Sell
-8,476
Closed -$1.19M 272
2021
Q2
$1.19M Buy
8,476
+1,394
+20% +$197K 0.31% 85
2021
Q1
$955K Buy
7,082
+690
+11% +$88.3K 0.25% 92
2020
Q4
$760K Buy
+6,392
New +$716K 0.23% 99

Other funds holding VOE

HBW Advisory Services's VOE Position: Q2 2026 in Review

HBW Advisory Services sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,258 shares — an estimated $232K sold.

HBW Advisory Services first reported a position in VOE in Q4 2020 and held it in 5 quarters. The position peaked at $1.19M in Q2 2021. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • HBW Advisory Services reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • HBW Advisory Services sold 1,258 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $232K.
  • HBW Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and held it in 5 quarters.
  • HBW Advisory Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.19M in Q2 2021.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.