Mayfair Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Mayfair Advisory Group’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	$232K	Sell	1,132 -40	-3%	-$7.74K	0.07%	168
2026 Q1	$216K	Buy	1,172 +4	+0.3%	+$747	0.08%	165
2025 Q4	$209K	Sell	1,168 -61	-5%	-$10.7K	0.08%	170
2025 Q3	$215K	Hold	1,229	–	–	0.09%	173
2025 Q2	$206K	Buy	+1,229	New	+$195K	0.1%	172
2024 Q4	–	Sell	-1,228	Closed	-$205K	–	168
2024 Q3	$205K	Buy	+1,228	New	+$195K	0.13%	150
2022 Q2	–	Sell	-2,248	Closed	-$338K	–	126
2022 Q1	$338K	Hold	2,248	–	–	0.43%	57
2021 Q4	$339K	Hold	2,248	–	–	0.45%	53
2021 Q3	$318K	Buy	2,248 +14	+0.6%	+$1.99K	0.49%	49
2021 Q2	$314K	Buy	2,234 +367	+20%	+$51.9K	0.5%	52
2021 Q1	$254K	Buy	+1,867	New	+$239K	0.45%	65

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mayfair Advisory Group's VOE Position: Q2 2026 in Review

Mayfair Advisory Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.4% in Q2 2026, selling an estimated $7.74K and leaving 1,132 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #168.

Mayfair Advisory Group first reported a position in VOE in Q1 2021 and has held it in 11 quarters since. The position peaked at $339K in Q4 2021. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Mayfair Advisory Group held 1,132 shares of Vanguard Morningstar Mid-Cap Value ETF worth $232K as of Q2 2026.
Mayfair Advisory Group sold 40 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $7.74K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Mayfair Advisory Group's portfolio in Q2 2026, its #168 holding.
Mayfair Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2021 and has held it in 11 quarters since.
Mayfair Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $339K in Q4 2021.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.