Legacy Wealth Management (Idaho)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Legacy Wealth Management (Idaho)’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	$505K	Buy	2,554 +274	+12%	+$53K	0.21%	111
2026 Q1	$420K	Buy	2,280 +466	+26%	+$87.1K	0.21%	84
2025 Q4	$322K	Buy	1,814 +1,533	+546%	+$268K	0.15%	80
2025 Q3	$49.1K	Hold	281	–	–	0.02%	176
2025 Q2	$46.2K	Hold	281	–	–	0.02%	162
2025 Q1	$45.1K	Hold	281	–	–	0.03%	149
2024 Q4	$46.3K	Sell	281 -170	-38%	-$28.7K	0.03%	127
2024 Q3	$77.3K	Buy	+451	New	+$71.7K	0.05%	95

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 Wealth Management (Idaho)'s VOE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 12% in Q2 2026, buying an estimated $53K and bringing the position to 2,554 shares worth $505K. The position accounts for 0.21% of the portfolio, ranked #111.

Legacy Wealth Management (Idaho) 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.

Legacy Wealth Management (Idaho) held 2,554 shares of Vanguard Morningstar Mid-Cap Value ETF worth $505K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 274 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $53K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.21% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #111 holding.
Legacy Wealth Management (Idaho) 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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.