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

Inlight 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	$12.6M	Buy	63,710 +9,701	+18%	+$1.88M	4%	9
2026 Q1	$9.95M	Buy	54,009 +16,666	+45%	+$3.11M	3.69%	10
2025 Q4	$6.62M	Buy	37,343 +22,335	+149%	+$3.91M	2.43%	14
2025 Q3	$2.62M	Buy	15,008 +3,998	+36%	+$680K	1.23%	23
2025 Q2	$1.81M	Buy	11,010 +6,656	+153%	+$1.05M	0.94%	27
2025 Q1	$699K	Buy	+4,354	New	+$712K	0.43%	27

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

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

Inlight Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 18% in Q2 2026, buying an estimated $1.88M and bringing the position to 63,710 shares worth $12.6M. The position accounts for 4% of the portfolio, ranked #9.

Inlight Wealth Management first reported a position in VOE in Q1 2025 and has held it in 6 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Inlight Wealth Management held 63,710 shares of Vanguard Morningstar Mid-Cap Value ETF worth $12.6M as of Q2 2026.
Inlight Wealth Management bought 9,701 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.88M.
Vanguard Morningstar Mid-Cap Value ETF made up 4% of Inlight Wealth Management's portfolio in Q2 2026, its #9 holding.
Inlight Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.