Heritage Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Heritage Wealth 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	$385K	Hold	1,949	–	–	0.01%	165
2026 Q1	$359K	Hold	1,949	–	–	0.01%	159
2025 Q4	$346K	Hold	1,949	–	–	0.01%	174
2025 Q3	$340K	Hold	1,949	–	–	0.01%	161
2025 Q2	$321K	Hold	1,949	–	–	0.02%	167
2025 Q1	$313K	Hold	1,949	–	–	0.02%	163
2024 Q4	$315K	Hold	1,949	–	–	0.02%	164
2024 Q3	$327K	Hold	1,949	–	–	0.02%	170
2024 Q2	$293K	Hold	1,949	–	–	0.01%	170
2024 Q1	$304K	Hold	1,949	–	–	0.01%	176
2023 Q4	$283K	Hold	1,949	–	–	0.01%	184
2023 Q3	$255K	Hold	1,949	–	–	0.01%	177
2023 Q2	$270K	Hold	1,949	–	–	0.01%	179
2023 Q1	$261K	Hold	1,949	–	–	0.01%	180
2022 Q4	$264K	Hold	1,949	–	–	0.02%	184
2022 Q3	$237K	Hold	1,949	–	–	0.02%	183
2022 Q2	$252K	Hold	1,949	–	–	0.02%	181
2022 Q1	$292K	Hold	1,949	–	–	0.02%	160
2021 Q4	$293K	Hold	1,949	–	–	0.02%	167
2021 Q3	$272K	Hold	1,949	–	–	0.02%	172
2021 Q2	$274K	Hold	1,949	–	–	0.02%	178
2021 Q1	$263K	Buy	1,949 +20	+1%	+$2.56K	0.02%	183
2020 Q4	$229K	Hold	1,929	–	–	0.01%	186
2020 Q3	$196K	Hold	1,929	–	–	0.03%	152
2020 Q2	$185K	Hold	1,929	–	–	0.03%	150
2020 Q1	$157K	Hold	1,929	–	–	0.03%	152
2019 Q4	$230K	Hold	1,929	–	–	0.03%	155
2019 Q3	$217K	Hold	1,929	–	–	0.03%	150
2019 Q2	$215K	Buy	+1,929	New	+$211K	0.03%	137

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

Heritage Wealth Advisors's VOE Position: Q2 2026 in Review

Heritage Wealth Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,949 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #165.

Heritage Wealth Advisors first reported a position in VOE in Q2 2019 and has held it in 29 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Heritage Wealth Advisors held 1,949 shares of Vanguard Morningstar Mid-Cap Value ETF worth $385K as of Q2 2026.
Heritage Wealth Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Heritage Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2019 and has held it in 29 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.