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Main Street Financial Solutions’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Main Street Financial Solutions’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 		$1.39M Buy
7,034
+15
+0.2% +$2.9K 0.09% 202
2026
Q1 		$1.29M Sell
7,019
-399
-5% -$74.5K 0.09% 193
2025
Q4 		$1.32M Sell
7,418
-20
-0.3% -$3.5K 0.1% 187
2025
Q3 		$1.3M Buy
7,438
+18
+0.2% +$3.06K 0.08% 203
2025
Q2 		$1.22M Hold
7,420
– – 0.09% 196
2025
Q1 		$1.19M Sell
7,420
-17
-0.2% -$2.78K 0.1% 172
2024
Q4 		$1.2M Sell
7,437
-794
-10% -$134K 0.12% 142
2024
Q3 		$1.38M Buy
8,231
+23
+0.3% +$3.66K 0.13% 150
2024
Q2 		$1.23M Buy
8,208
+2,095
+34% +$318K 0.12% 161
2024
Q1 		$953K Buy
6,113
+58
+1% +$8.52K 0.1% 191
2023
Q4 		$878K Sell
6,055
-18
-0.3% -$2.42K 0.11% 169
2023
Q3 		$795K Sell
6,073
-516
-8% -$71.5K 0.11% 172
2023
Q2 		$912K Sell
6,589
-243
-4% -$32.4K 0.12% 160
2023
Q1 		$916K Buy
6,832
+1,375
+25% +$191K 0.13% 161
2022
Q4 		$738K Sell
5,457
-777
-12% -$104K 0.12% 184
2022
Q3 		$759K Buy
6,234
+128
+2% +$17.3K 0.13% 167
2022
Q2 		$791K Buy
6,106
+673
+12% +$95.2K 0.1% 179
2022
Q1 		$813K Buy
5,433
+189
+4% +$27.8K 0.12% 175
2021
Q4 		$788K Buy
5,244
+6
+0.1% +$881 0.11% 181
2021
Q3 		$731K Sell
5,238
-56
-1% -$7.96K 0.11% 182
2021
Q2 		$744K Buy
5,294
+126
+2% +$17.8K 0.12% 172
2021
Q1 		$697K Buy
5,168
+2,021
+64% +$259K 0.12% 171
2020
Q4 		$374K Buy
+3,147
New +$353K 0.08% 249

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

Main Street Financial Solutions's VOE Position: Q2 2026 in Review

Main Street Financial Solutions increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.21% in Q2 2026, buying an estimated $2.9K and bringing the position to 7,034 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #202.

Main Street Financial Solutions first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Main Street Financial Solutions held 7,034 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.39M as of Q2 2026.
  • Main Street Financial Solutions bought 15 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Main Street Financial Solutions's portfolio in Q2 2026, its #202 holding.
  • Main Street Financial Solutions first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.