MGO One Seven’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

MGO One Seven’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	$1M	Sell	5,069 -17,756	-78%	-$3.44M	0.02%	723
2026 Q1	$4.21M	Sell	22,825 -272	-1%	-$50.8K	0.08%	275
2025 Q4	$4.1M	Buy	23,097 +1,003	+5%	+$176K	0.08%	280
2025 Q3	$3.86M	Buy	22,094 +1,110	+5%	+$189K	0.09%	250
2025 Q2	$3.45M	Buy	20,984 +40	+0.2%	+$6.33K	0.11%	207
2025 Q1	$3.36M	Sell	20,944 -371	-2%	-$60.7K	0.13%	167
2024 Q4	$3.45M	Sell	21,315 -14,909	-41%	-$2.51M	0.13%	176
2024 Q3	$6.07M	Sell	36,224 -308	-0.8%	-$49K	0.26%	93
2024 Q2	$5.5M	Sell	36,532 -974	-3%	-$148K	0.26%	89
2024 Q1	$5.85M	Sell	37,506 -384	-1%	-$56.4K	0.3%	81
2023 Q4	$5.49M	Sell	37,890 -266	-0.7%	-$35.7K	0.32%	79
2023 Q3	$5M	Buy	38,156 +8,227	+27%	+$1.14M	0.38%	63
2023 Q2	$4.14M	Sell	29,929 -33,070	-52%	-$4.41M	0.38%	57
2023 Q1	$8.45M	Sell	62,999 -820	-1%	-$114K	0.54%	32
2022 Q4	$8.63M	Sell	63,819 -19,941	-24%	-$2.68M	0.86%	17
2022 Q3	$92.7K	Buy	83,760 +80,033	+2,147%	+$10.8M	3.59%	4
2022 Q2	$483K	Buy	3,727 +548	+17%	+$77.5K	0.07%	325
2022 Q1	$476K	Buy	3,179 +1,197	+60%	+$176K	0.05%	380
2021 Q4	$298K	Sell	1,982 -251	-11%	-$36.9K	0.03%	498
2021 Q3	$325K	Sell	2,233 -2,383	-52%	-$338K	0.04%	429
2021 Q2	$649K	Buy	4,616 +1,480	+47%	+$209K	0.09%	272
2021 Q1	$422K	Buy	3,136 +746	+31%	+$95.5K	0.07%	334
2020 Q4	$284K	Hold	2,390	–	–	0.06%	377
2020 Q3	$242K	Buy	+2,390	New	+$242K	0.06%	377
2020 Q1	–	Sell	-1,854	Closed	-$220K	–	461
2019 Q4	$220K	Buy	+1,854	New	+$214K	0.06%	392
2019 Q1	–	Sell	-572	Closed	-$53K	–	1607
2018 Q4	$53K	Buy	+572	New	+$60.1K	0.02%	619

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

MGO One Seven's VOE Position: Q2 2026 in Review

MGO One Seven reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 78% in Q2 2026, selling an estimated $3.44M and leaving 5,069 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #723.

MGO One Seven first reported a position in VOE in Q4 2018 and has held it in 26 quarters since. The position peaked at $8.63M in Q4 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

MGO One Seven held 5,069 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1M as of Q2 2026.
MGO One Seven sold 17,756 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $3.44M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #723 holding.
MGO One Seven first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 26 quarters since.
MGO One Seven's Vanguard Morningstar Mid-Cap Value ETF position peaked at $8.63M in Q4 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.