Lodestar Private Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Lodestar Private Asset 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	$515K	Sell	2,605 -55	-2%	-$10.6K	0.04%	158
2026 Q1	$490K	Sell	2,660 -5	-0.2%	-$934	0.05%	154
2025 Q4	$473K	Sell	2,665 -64	-2%	-$11.2K	0.05%	154
2025 Q3	$476K	Sell	2,729 -27	-1%	-$4.59K	0.05%	154
2025 Q2	$453K	Sell	2,756 -191	-6%	-$30.2K	0.05%	149
2025 Q1	$473K	Buy	2,947 +2	+0.1%	+$327	0.06%	142
2024 Q4	$476K	Buy	2,945 +88	+3%	+$14.8K	0.06%	141
2024 Q3	$479K	Buy	2,857 +3	+0.1%	+$477	0.06%	141
2024 Q2	$429K	Sell	2,854 -149	-5%	-$22.6K	0.06%	141
2024 Q1	$468K	Sell	3,003 -38	-1%	-$5.58K	0.07%	133
2023 Q4	$441K	Buy	3,041 +20	+0.7%	+$2.69K	0.07%	133
2023 Q3	$396K	Sell	3,021 -35	-1%	-$4.85K	0.07%	134
2023 Q2	$423K	Buy	3,056 +38	+1%	+$5.07K	0.07%	136
2023 Q1	$405K	Sell	3,018 -186	-6%	-$25.8K	0.07%	135
2022 Q4	$433K	Buy	+3,204	New	+$430K	0.08%	129

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

Lodestar Private Asset Management's VOE Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.1% in Q2 2026, selling an estimated $10.6K and leaving 2,605 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #158.

Lodestar Private Asset Management first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Lodestar Private Asset Management held 2,605 shares of Vanguard Morningstar Mid-Cap Value ETF worth $515K as of Q2 2026.
Lodestar Private Asset Management sold 55 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Lodestar Private Asset Management's portfolio in Q2 2026, its #158 holding.
Lodestar Private Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.