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

Kingswood Wealth Advisors’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	$2.8M	Buy	14,152 +175	+1%	+$33.9K	0.11%	201
2026 Q1	$2.58M	Buy	13,977 +784	+6%	+$146K	0.12%	188
2025 Q4	$2.34M	Buy	13,193 +3,237	+33%	+$567K	0.11%	181
2025 Q3	$1.74M	Buy	9,956 +4,223	+74%	+$719K	0.11%	203
2025 Q2	$943K	Buy	5,733 +265	+5%	+$42K	0.07%	275
2025 Q1	$878K	Buy	5,468 +1,501	+38%	+$245K	0.08%	274
2024 Q4	$642K	Buy	3,967 +1,390	+54%	+$234K	0.05%	370
2024 Q3	$432K	Buy	+2,577	New	+$410K	0.03%	494

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

Kingswood Wealth Advisors's VOE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.3% in Q2 2026, buying an estimated $33.9K and bringing the position to 14,152 shares worth $2.8M. The position accounts for 0.11% of the portfolio, ranked #201.

Kingswood Wealth Advisors first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Kingswood Wealth Advisors held 14,152 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.8M as of Q2 2026.
Kingswood Wealth Advisors bought 175 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $33.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #201 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.