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LPWM LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

LPWM LLC’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 		$4.79M Sell
24,226
-208
-0.9% -$40.2K 1.06% 17
2026
Q1 		$4.5M Sell
24,434
-532
-2% -$99.4K 1.14% 16
2025
Q4 		$4.43M Buy
24,966
+2,973
+14% +$520K 1.12% 19
2025
Q3 		$3.84M Buy
21,993
+520
+2% +$88.5K 1.02% 20
2025
Q2 		$3.53M Buy
21,473
+90
+0.4% +$14.3K 1.03% 20
2025
Q1 		$3.43M Sell
21,383
-29
-0.1% -$4.74K 1.11% 21
2024
Q4 		$3.46M Buy
21,412
+249
+1% +$42K 1.11% 22
2024
Q3 		$3.51M Sell
21,163
-324
-2% -$51.5K 1.15% 20
2024
Q2 		$3.22M Sell
21,487
-110
-0.5% -$16.7K 1.11% 20
2024
Q1 		$3.27M Buy
21,597
+1,220
+6% +$179K 1.2% 17
2023
Q4 		$2.93M Buy
20,377
+1,305
+7% +$175K 1.16% 18
2023
Q3 		$2.46M Buy
19,072
+842
+5% +$117K 1.1% 19
2023
Q2 		$2.54M Buy
18,230
+2,454
+16% +$327K 1.12% 19
2023
Q1 		$2.12M Buy
15,776
+1,677
+12% +$233K 1.02% 21
2022
Q4 		$1.98M Sell
14,099
-579
-4% -$77.7K 1.06% 20
2022
Q3 		$1.79M Buy
14,678
+3,274
+29% +$443K 1.07% 19
2022
Q2 		$1.5M Buy
11,404
+60
+0.5% +$8.49K 0.83% 21
2022
Q1 		$1.69M Buy
11,344
+171
+2% +$25.1K 0.84% 20
2021
Q4 		$1.68M Buy
11,173
+204
+2% +$30K 0.89% 18
2021
Q3 		$1.55M Buy
10,969
+13
+0.1% +$1.85K 0.92% 17
2021
Q2 		$1.55M Buy
10,956
+162
+2% +$22.9K 0.93% 16
2021
Q1 		$1.47M Buy
10,794
+178
+2% +$22.8K 0.99% 16
2020
Q4 		$1.26M Sell
10,616
-33
-0.3% -$3.7K 0.94% 17
2020
Q3 		$1.08M Sell
10,649
-94
-0.9% -$9.52K 0.88% 20
2020
Q2 		$1.03M Buy
10,743
+5,752
+115% +$527K 0.94% 18
2020
Q1 		$406K Buy
+4,991
New +$538K 0.44% 25

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

LPWM LLC's VOE Position: Q2 2026 in Review

LPWM LLC reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.85% in Q2 2026, selling an estimated $40.2K and leaving 24,226 shares worth $4.79M. The position accounts for 1.06% of the portfolio, ranked #17.

LPWM LLC first reported a position in VOE in Q1 2020 and has held it in 26 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • LPWM LLC held 24,226 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.79M as of Q2 2026.
  • LPWM LLC sold 208 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $40.2K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.06% of LPWM LLC's portfolio in Q2 2026, its #17 holding.
  • LPWM LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.