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

Maltin 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 		$6.65M Buy
33,656
+919
+3% +$178K 2.22% 11
2026
Q1 		$6.03M Buy
32,737
+610
+2% +$114K 2.31% 10
2025
Q4 		$5.7M Buy
32,127
+746
+2% +$131K 2.27% 10
2025
Q3 		$5.48M Buy
31,381
+559
+2% +$95.1K 2.27% 10
2025
Q2 		$5.07M Buy
30,822
+1,132
+4% +$179K 2.28% 10
2025
Q1 		$4.77M Buy
29,690
+893
+3% +$146K 2.24% 12
2024
Q4 		$4.66M Buy
28,797
+2,049
+8% +$346K 2.29% 10
2024
Q3 		$4.48M Buy
26,748
+1,800
+7% +$286K 2.18% 11
2024
Q2 		$3.75M Buy
24,948
+1,132
+5% +$172K 2.02% 11
2024
Q1 		$3.71M Buy
23,816
+3,253
+16% +$478K 2.09% 11
2023
Q4 		$2.98M Buy
20,563
+76
+0.4% +$10.2K 1.9% 12
2023
Q3 		$2.68M Buy
20,487
+204
+1% +$28.3K 1.87% 11
2023
Q2 		$2.81M Sell
20,283
-226
-1% -$30.1K 1.98% 12
2023
Q1 		$2.75M Buy
20,509
+482
+2% +$66.9K 1.98% 13
2022
Q4 		$2.71M Buy
20,027
+369
+2% +$49.5K 1.97% 11
2022
Q3 		$2.39M Buy
19,658
+715
+4% +$96.8K 1.89% 11
2022
Q2 		$2.45M Sell
18,943
-1,485
-7% -$210K 1.77% 10
2022
Q1 		$3.06M Buy
20,428
+87
+0.4% +$12.8K 2.02% 9
2021
Q4 		$3.06M Buy
20,341
+2,121
+12% +$311K 1.84% 13
2021
Q3 		$2.54M Buy
18,220
+621
+4% +$88.2K 1.56% 16
2021
Q2 		$2.47M Buy
17,599
+1,140
+7% +$161K 1.5% 20
2021
Q1 		$2.22M Buy
16,459
+697
+4% +$89.2K 1.44% 18
2020
Q4 		$1.88M Sell
15,762
-823
-5% -$92.2K 1.31% 21
2020
Q3 		$1.68M Sell
16,585
-425
-2% -$43.1K 1.2% 24
2020
Q2 		$1.63M Sell
17,010
-859
-5% -$78.8K 1.23% 27
2020
Q1 		$1.45M Buy
17,869
+17,746
+14,428% +$1.91M 1.23% 26
2019
Q4 		$15K Buy
+123
New +$14.2K 0.01% 101

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

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

Maltin Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.8% in Q2 2026, buying an estimated $178K and bringing the position to 33,656 shares worth $6.65M. The position accounts for 2.22% of the portfolio, ranked #11.

Maltin Wealth Management first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Maltin Wealth Management held 33,656 shares of Vanguard Morningstar Mid-Cap Value ETF worth $6.65M as of Q2 2026.
  • Maltin Wealth Management bought 919 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $178K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.22% of Maltin Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Maltin Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.