Investmark Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Investmark Advisory Group’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	$691K	Sell	3,498 -388	-10%	-$75.1K	0.26%	68
2026 Q1	$716K	Sell	3,886 -5	-0.1%	-$934	0.31%	64
2025 Q4	$690K	Hold	3,891	–	–	0.29%	63
2025 Q3	$679K	Hold	3,891	–	–	0.29%	62
2025 Q2	$640K	Hold	3,891	–	–	0.3%	62
2025 Q1	$625K	Hold	3,891	–	–	0.31%	57
2024 Q4	$629K	Hold	3,891	–	–	0.31%	56
2024 Q3	$652K	Sell	3,891 -18	-0.5%	-$2.86K	0.32%	59
2024 Q2	$588K	Sell	3,909 -1	-0%	-$152	0.31%	61
2024 Q1	$610K	Sell	3,910 -1,613	-29%	-$237K	0.33%	62
2023 Q4	$801K	Buy	5,523 +2,400	+77%	+$322K	0.47%	48
2023 Q3	$409K	Buy	+3,123	New	+$433K	0.28%	68

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

Investmark Advisory Group's VOE Position: Q2 2026 in Review

Investmark Advisory Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 10% in Q2 2026, selling an estimated $75.1K and leaving 3,498 shares worth $691K. The position accounts for 0.26% of the portfolio, ranked #68.

Investmark Advisory Group first reported a position in VOE in Q3 2023 and has held it in 12 quarters since. The position peaked at $801K in Q4 2023. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Investmark Advisory Group held 3,498 shares of Vanguard Morningstar Mid-Cap Value ETF worth $691K as of Q2 2026.
Investmark Advisory Group sold 388 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $75.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.26% of Investmark Advisory Group's portfolio in Q2 2026, its #68 holding.
Investmark Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Investmark Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $801K in Q4 2023.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.