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

Laurel Oak 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	$347K	Buy	1,754 +600	+52%	+$116K	0.05%	261
2026 Q1	$213K	Buy	+1,154	New	+$216K	0.04%	329

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

Laurel Oak Wealth Management's VOE Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 52% in Q2 2026, buying an estimated $116K and bringing the position to 1,754 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #261.

Laurel Oak Wealth Management first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Laurel Oak Wealth Management held 1,754 shares of Vanguard Morningstar Mid-Cap Value ETF worth $347K as of Q2 2026.
Laurel Oak Wealth Management bought 600 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $116K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #261 holding.
Laurel Oak Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.