Meriwether Wealth & Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Meriwether Wealth & Planning’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	$299K	Buy	1,514 +109	+8%	+$21.1K	0.15%	92
2026 Q1	$259K	Buy	1,405 +21	+2%	+$3.92K	0.14%	99
2025 Q4	$245K	Hold	1,384	–	–	0.14%	105
2025 Q3	$242K	Hold	1,384	–	–	0.14%	108
2025 Q2	$228K	Hold	1,384	–	–	0.14%	111
2025 Q1	$222K	Sell	1,384 -142	-9%	-$23.2K	0.15%	110
2024 Q4	$247K	Buy	+1,526	New	+$257K	0.18%	99

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

Meriwether Wealth & Planning's VOE Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.8% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,514 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #92.

Meriwether Wealth & Planning first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Meriwether Wealth & Planning held 1,514 shares of Vanguard Morningstar Mid-Cap Value ETF worth $299K as of Q2 2026.
Meriwether Wealth & Planning bought 109 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $21.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.15% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #92 holding.
Meriwether Wealth & Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.