Leo Wealth LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Leo Wealth LLC’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 Q1	$936K	Buy	5,081 +70	+1%	+$13.1K	0.07%	190
2025 Q4	$889K	Buy	+5,011	New	+$877K	0.06%	196
2025 Q3	–	Sell	-4,970	Closed	-$817K	–	399
2025 Q2	$817K	Buy	+4,970	New	+$787K	0.06%	186
2025 Q1	–	Sell	-5,336	Closed	-$863K	–	373
2024 Q4	$863K	Sell	5,336 -68	-1%	-$11.5K	0.08%	169
2024 Q3	$906K	Buy	5,404 +2,194	+68%	+$349K	0.08%	164
2024 Q2	$479K	Buy	3,210 +1,164	+57%	+$177K	0.05%	224
2024 Q1	$317K	Sell	2,046 -296	-13%	-$43.5K	0.03%	262
2023 Q4	$355K	Buy	+2,342	New	+$315K	0.04%	243

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leo Wealth LLC's VOE Position: Q1 2026 in Review

Leo Wealth LLC increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.4% in Q1 2026, buying an estimated $13.1K and bringing the position to 5,081 shares worth $936K. The position accounts for 0.07% of the portfolio, ranked #190.

Leo Wealth LLC first reported a position in VOE in Q4 2023 and has held it in 8 quarters since. 1,225 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Leo Wealth LLC held 5,081 shares of Vanguard Morningstar Mid-Cap Value ETF worth $936K as of Q1 2026.
Leo Wealth LLC bought 70 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $13.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #190 holding.
Leo Wealth LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.