Koshinski Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Koshinski Asset 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	$670K	Sell	3,393 -64	-2%	-$12.4K	0.04%	385
2026 Q1	$637K	Sell	3,457 -1	-0%	-$187	0.04%	374
2025 Q4	$613K	Buy	3,458 +26	+0.8%	+$4.55K	0.04%	380
2025 Q3	$599K	Buy	3,432 +55	+2%	+$9.36K	0.04%	376
2025 Q2	$555K	Hold	3,377	–	–	0.04%	380
2025 Q1	$542K	Buy	3,377 +140	+4%	+$22.9K	0.05%	359
2024 Q4	$524M	Buy	3,237 +31	+1%	+$5.23K	0.04%	355
2024 Q3	$538K	Buy	3,206 +13	+0.4%	+$2.07K	0.05%	349
2024 Q2	$477K	Sell	3,193 -629	-16%	-$95.4K	0.04%	354
2024 Q1	$596K	Sell	3,822 -1,176	-24%	-$173K	0.06%	295
2023 Q4	$725K	Buy	4,998 +1,806	+57%	+$243K	0.11%	221
2023 Q3	$418K	Sell	3,192 -10	-0.3%	-$1.39K	0.05%	366
2023 Q2	$443K	Sell	3,202 -2,009	-39%	-$268K	0.05%	373
2023 Q1	$699K	Sell	5,211 -73	-1%	-$10.1K	0.07%	270
2022 Q4	$715K	Sell	5,284 -176	-3%	-$23.6K	0.07%	289
2022 Q3	$665K	Sell	5,460 -159	-3%	-$21.5K	0.08%	273
2022 Q2	$728K	Buy	5,619 +974	+21%	+$138K	0.07%	287
2022 Q1	$695K	Buy	4,645 +940	+25%	+$138K	0.06%	318
2021 Q4	$557K	Buy	3,705 +1,013	+38%	+$149K	0.05%	381
2021 Q3	$376K	Buy	2,692 +855	+47%	+$121K	0.03%	445
2021 Q2	$258K	Sell	1,837 -434	-19%	-$61.3K	0.03%	477
2021 Q1	$306K	Buy	2,271 +493	+28%	+$63.1K	0.03%	466
2020 Q4	$211K	Buy	+1,778	New	+$199K	0.03%	506
2020 Q1	–	Sell	-1,881	Closed	-$223K	–	526
2019 Q4	$223K	Buy	+1,881	New	+$217K	0.04%	457
2018 Q4	–	Sell	-1,802	Closed	-$204K	–	523
2018 Q3	$204K	Buy	+1,802	New	+$205K	0.03%	500

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

Koshinski Asset Management's VOE Position: Q2 2026 in Review

Koshinski Asset Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.9% in Q2 2026, selling an estimated $12.4K and leaving 3,393 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #385.

Koshinski Asset Management first reported a position in VOE in Q3 2018 and has held it in 25 quarters since. The position peaked at $524M in Q4 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Koshinski Asset Management held 3,393 shares of Vanguard Morningstar Mid-Cap Value ETF worth $670K as of Q2 2026.
Koshinski Asset Management sold 64 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $12.4K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #385 holding.
Koshinski Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2018 and has held it in 25 quarters since.
Koshinski Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $524M in Q4 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.