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

LongView 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	–	Sell	-1,751	Closed	-$334K	–	257
2026 Q1	$334K	Sell	1,751 -575	-25%	-$107K	0.08%	182
2025 Q4	$426K	Hold	2,326	–	–	0.1%	157
2025 Q3	$406K	Buy	2,326 +81	+4%	+$13.8K	0.11%	140
2025 Q2	$369K	Sell	2,245 -150	-6%	-$23.8K	0.11%	146
2025 Q1	$384K	Buy	2,395 +450	+23%	+$73.6K	0.12%	136
2024 Q4	$315K	Buy	1,945 +30	+2%	+$5.06K	0.1%	155
2024 Q3	$321K	Hold	1,915	–	–	0.1%	156
2024 Q2	$288K	Hold	1,915	–	–	0.11%	151
2024 Q1	$299K	Hold	1,915	–	–	0.12%	144
2023 Q4	$276K	Buy	+1,915	New	+$257K	0.12%	143

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

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

LongView Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,751 shares — an estimated $334K sold.

LongView Wealth Management first reported a position in VOE in Q4 2023 and held it in 10 quarters. The position peaked at $426K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

LongView Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 1,751 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $334K.
LongView Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and held it in 10 quarters.
LongView Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $426K in Q4 2025.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.