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

Livet Wealth’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 		$333K Buy
1,684
+1
+0.1% +$193 0.19% 77
2026
Q1 		$310K Sell
1,683
-1,497
-47% -$280K 0.2% 83
2025
Q4 		$564K Buy
+3,180
New +$557K 0.35% 55

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Livet Wealth's VOE Position: Q2 2026 in Review

Livet Wealth increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.06% in Q2 2026, buying an estimated $193 and bringing the position to 1,684 shares worth $333K. The position accounts for 0.19% of the portfolio, ranked #77.

Livet Wealth first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $564K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Livet Wealth held 1,684 shares of Vanguard Morningstar Mid-Cap Value ETF worth $333K as of Q2 2026.
  • Livet Wealth bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.19% of Livet Wealth's portfolio in Q2 2026, its #77 holding.
  • Livet Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Livet Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $564K in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Livet Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.