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Marin Bay Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Marin Bay Wealth 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 		$2.34M Buy
11,827
+15
+0.1% +$2.9K 1.26% 20
2026
Q1 		$2.18M Sell
11,812
-175
-1% -$32.7K 1.31% 20
2025
Q4 		$2.13M Buy
+11,987
New +$2.1M 1.22% 21

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

Marin Bay Wealth Advisors's VOE Position: Q2 2026 in Review

Marin Bay Wealth Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.13% in Q2 2026, buying an estimated $2.9K and bringing the position to 11,827 shares worth $2.34M. The position accounts for 1.26% of the portfolio, ranked #20.

Marin Bay Wealth Advisors first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Marin Bay Wealth Advisors held 11,827 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.34M as of Q2 2026.
  • Marin Bay Wealth Advisors bought 15 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.26% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Marin Bay Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.