Legacy Capital Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Legacy Capital Wealth Partners’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	$674K	Hold	3,411	–	–	0.13%	155
2026 Q1	$629K	Sell	3,411 -72	-2%	-$13.5K	0.13%	170
2025 Q4	$618K	Hold	3,483	–	–	0.13%	164
2025 Q3	$608K	Hold	3,483	–	–	0.13%	167
2025 Q2	$573K	Sell	3,483 -47	-1%	-$7.44K	0.13%	167
2025 Q1	$567K	Hold	3,530	–	–	0.14%	156
2024 Q4	$571K	Hold	3,530	–	–	0.14%	150
2024 Q3	$592K	Hold	3,530	–	–	0.12%	164
2024 Q2	$531K	Buy	+3,530	New	+$536K	0.14%	149
2024 Q1	–	Sell	-4,525	Closed	-$656K	–	341
2023 Q4	$656K	Hold	4,525	–	–	0.19%	116
2023 Q3	$593K	Buy	+4,525	New	+$627K	0.16%	127

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

Legacy Capital Wealth Partners's VOE Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 3,411 shares worth $674K. The position accounts for 0.13% of the portfolio, ranked #155.

Legacy Capital Wealth Partners first reported a position in VOE in Q3 2023 and has held it in 11 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Legacy Capital Wealth Partners held 3,411 shares of Vanguard Morningstar Mid-Cap Value ETF worth $674K as of Q2 2026.
Legacy Capital Wealth Partners left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #155 holding.
Legacy Capital Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.