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LWM Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

LWM Advisors’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 		$371K Sell
1,878
-39
-2% -$7.54K 0.28% 23
2026
Q1 		$353K Buy
1,917
+18
+0.9% +$3.36K 0.31% 20
2025
Q4 		$337K Buy
1,899
+2
+0.1% +$350 0.3% 20
2025
Q3 		$331K Buy
1,897
+1
+0.1% +$170 0.3% 20
2025
Q2 		$312K Hold
1,896
– – 0.3% 20
2025
Q1 		$302K Buy
1,896
+424
+29% +$69.3K 0.31% 19
2024
Q4 		$238K Buy
+1,472
New +$248K 0.24% 22

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

LWM Advisors's VOE Position: Q2 2026 in Review

LWM Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2% in Q2 2026, selling an estimated $7.54K and leaving 1,878 shares worth $371K. The position accounts for 0.28% of the portfolio, ranked #23.

LWM Advisors first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • LWM Advisors held 1,878 shares of Vanguard Morningstar Mid-Cap Value ETF worth $371K as of Q2 2026.
  • LWM Advisors sold 39 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $7.54K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.28% of LWM Advisors's portfolio in Q2 2026, its #23 holding.
  • LWM Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.