Kelsey Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Kelsey Financial’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	$568K	Hold	2,876	–	–	0.43%	32
2026 Q1	$530K	Sell	2,876 -147	-5%	-$27.5K	0.46%	31
2025 Q4	$536K	Buy	+3,023	New	+$529K	0.46%	31

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

Kelsey Financial's VOE Position: Q2 2026 in Review

Kelsey Financial held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 2,876 shares worth $568K. The position accounts for 0.43% of the portfolio, ranked #32.

Kelsey Financial first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Kelsey Financial held 2,876 shares of Vanguard Morningstar Mid-Cap Value ETF worth $568K as of Q2 2026.
Kelsey Financial left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.43% of Kelsey Financial's portfolio in Q2 2026, its #32 holding.
Kelsey Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.