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

Long Island 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 Q1	$358K	Hold	1,943	–	–	0.17%	64
2025 Q4	$345K	Buy	1,943 +89	+5%	+$15.6K	0.16%	67
2025 Q3	$324K	Hold	1,854	–	–	0.16%	66
2025 Q2	$305K	Buy	+1,854	New	+$294K	0.16%	67
2024 Q1	–	Sell	-1,167	Closed	-$169K	–	399
2023 Q4	$169K	Buy	+1,167	New	+$157K	0.12%	77

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Long Island Wealth Management's VOE Position: Q1 2026 in Review

Long Island Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 1,943 shares worth $358K. The position accounts for 0.17% of the portfolio, ranked #64.

Long Island Wealth Management first reported a position in VOE in Q4 2023 and has held it in 5 quarters since. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Long Island Wealth Management held 1,943 shares of Vanguard Morningstar Mid-Cap Value ETF worth $358K as of Q1 2026.
Long Island Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.17% of Long Island Wealth Management's portfolio in Q1 2026, its #64 holding.
Long Island Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.