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

JPL 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	$294K	Hold	1,487	–	–	0.06%	113
2026 Q1	$274K	Hold	1,487	–	–	0.06%	108
2025 Q4	$264K	Hold	1,487	–	–	0.06%	107
2025 Q3	$260K	Hold	1,487	–	–	0.06%	110
2025 Q2	$245K	Hold	1,487	–	–	0.07%	107
2025 Q1	$239K	Hold	1,487	–	–	0.07%	106
2024 Q4	$241K	Buy	+1,487	New	+$251K	0.07%	118
2024 Q2	$224K	Hold	1,487	–	–	0.11%	100
2024 Q1	$232K	Buy	+1,487	New	+$218K	0.13%	103

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

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

JPL Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,487 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #113.

JPL Wealth Management first reported a position in VOE in Q1 2024 and has held it in 9 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

JPL Wealth Management held 1,487 shares of Vanguard Morningstar Mid-Cap Value ETF worth $294K as of Q2 2026.
JPL Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of JPL Wealth Management's portfolio in Q2 2026, its #113 holding.
JPL Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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