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

Lodestone Wealth 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	$311K	Sell	1,576 -1	-0.1%	-$193	0.11%	150
2026 Q1	$291K	Hold	1,577	–	–	0.12%	147
2025 Q4	$280K	Buy	1,577 +64	+4%	+$11.2K	0.11%	147
2025 Q3	$264K	Buy	1,513 +59	+4%	+$10K	0.12%	151
2025 Q2	$239K	Buy	1,454 +5	+0.3%	+$792	0.12%	152
2025 Q1	$233K	Sell	1,449 -6	-0.4%	-$981	0.12%	144
2024 Q4	$235K	Hold	1,455	–	–	0.12%	136
2024 Q3	$244K	Sell	1,455 -1,160	-44%	-$184K	0.12%	132
2024 Q2	$393K	Buy	2,615 +3	+0.1%	+$455	0.21%	107
2024 Q1	$407K	Buy	2,612 +5	+0.2%	+$734	0.21%	107
2023 Q4	$378K	Buy	2,607 +6	+0.2%	+$806	0.22%	106
2023 Q3	$341K	Sell	2,601 -294	-10%	-$40.7K	0.24%	95
2023 Q2	$401K	Sell	2,895 -170	-6%	-$22.7K	0.27%	89
2023 Q1	$411K	Sell	3,065 -8	-0.3%	-$1.11K	0.32%	82
2022 Q4	$416K	Buy	+3,073	New	+$412K	0.34%	73

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

Lodestone Wealth Management's VOE Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.06% in Q2 2026, selling an estimated $193 and leaving 1,576 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #150.

Lodestone Wealth Management first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $416K in Q4 2022. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Lodestone Wealth Management held 1,576 shares of Vanguard Morningstar Mid-Cap Value ETF worth $311K as of Q2 2026.
Lodestone Wealth Management sold 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #150 holding.
Lodestone Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $416K in Q4 2022.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.