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

Keyvantage Wealth’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	$734K	Sell	3,715 -31	-0.8%	-$6K	0.28%	46
2026 Q1	$690K	Sell	3,746 -125	-3%	-$23.4K	0.3%	51
2025 Q4	$687K	Sell	3,871 -19	-0.5%	-$3.33K	0.29%	51
2025 Q3	$679K	Sell	3,890 -42	-1%	-$7.15K	0.28%	48
2025 Q2	$647K	Sell	3,932 -287	-7%	-$45.4K	0.29%	48
2025 Q1	$677K	Sell	4,219 -5,574	-57%	-$911K	0.33%	44
2024 Q4	$1.58M	Buy	+9,793	New	+$1.65M	1.13%	24

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

Keyvantage Wealth's VOE Position: Q2 2026 in Review

Keyvantage Wealth reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.83% in Q2 2026, selling an estimated $6K and leaving 3,715 shares worth $734K. The position accounts for 0.28% of the portfolio, ranked #46.

Keyvantage Wealth first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Keyvantage Wealth held 3,715 shares of Vanguard Morningstar Mid-Cap Value ETF worth $734K as of Q2 2026.
Keyvantage Wealth sold 31 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $6K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.28% of Keyvantage Wealth's portfolio in Q2 2026, its #46 holding.
Keyvantage Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.58M in Q4 2024.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.