HTG Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

HTG Investment 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	$366K	Hold	1,850	–	–	0.09%	64
2026 Q1	$341K	Hold	1,850	–	–	0.1%	63
2025 Q4	$328K	Buy	1,850 +16	+0.9%	+$2.8K	0.1%	56
2025 Q3	$320K	Sell	1,834 -253	-12%	-$43K	0.11%	54
2025 Q2	$343K	Hold	2,087	–	–	0.13%	52
2025 Q1	$335K	Hold	2,087	–	–	0.14%	50
2024 Q4	$338K	Hold	2,087	–	–	0.15%	50
2024 Q3	$350K	Hold	2,087	–	–	0.17%	50
2024 Q2	$314K	Sell	2,087 -133	-6%	-$20.2K	0.17%	48
2024 Q1	$346K	Hold	2,220	–	–	0.2%	47
2023 Q4	$322K	Buy	2,220 +17	+0.8%	+$2.28K	0.21%	47
2023 Q3	$289K	Buy	+2,203	New	+$305K	0.23%	45

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

HTG Investment Advisors's VOE Position: Q2 2026 in Review

HTG Investment Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,850 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #64.

HTG Investment Advisors first reported a position in VOE in Q3 2023 and has held it in 12 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

HTG Investment Advisors held 1,850 shares of Vanguard Morningstar Mid-Cap Value ETF worth $366K as of Q2 2026.
HTG Investment Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of HTG Investment Advisors's portfolio in Q2 2026, its #64 holding.
HTG Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.