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

Medallion 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	$423K	Sell	2,118 -44	-2%	-$8.51K	0.13%	144
2026 Q1	$399K	Sell	2,162 -216	-9%	-$40.4K	0.13%	153
2025 Q4	$423K	Sell	2,378 -378	-14%	-$66.2K	0.14%	142
2025 Q3	$483K	Sell	2,756 -245	-8%	-$41.7K	0.17%	128
2025 Q2	$501K	Sell	3,001 -218	-7%	-$34.5K	0.19%	119
2025 Q1	$519K	Sell	3,219 -233	-7%	-$38.1K	0.24%	102
2024 Q4	$559K	Buy	+3,452	New	+$582K	0.28%	86

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

Medallion Wealth Advisors's VOE Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2% in Q2 2026, selling an estimated $8.51K and leaving 2,118 shares worth $423K. The position accounts for 0.13% of the portfolio, ranked #144.

Medallion Wealth Advisors first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $559K in Q4 2024. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Medallion Wealth Advisors held 2,118 shares of Vanguard Morningstar Mid-Cap Value ETF worth $423K as of Q2 2026.
Medallion Wealth Advisors sold 44 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $8.51K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $559K in Q4 2024.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.