Midwest Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Midwest Capital 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	$85.4K	Hold	432	–	–	0.03%	80
2026 Q1	$79.6K	Hold	432	–	–	0.04%	82
2025 Q4	$76.6K	Hold	432	–	–	0.04%	75
2025 Q3	$75.4K	Hold	432	–	–	0.04%	73
2025 Q2	$71K	Sell	432 -87	-17%	-$13.8K	0.04%	74
2025 Q1	$83.3K	Sell	519 -105	-17%	-$17.2K	0.05%	70
2024 Q4	$101K	Buy	+624	New	+$105K	0.07%	67

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

Midwest Capital Advisors's VOE Position: Q2 2026 in Review

Midwest Capital Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 432 shares worth $85.4K. The position accounts for 0.03% of the portfolio, ranked #80.

Midwest Capital Advisors first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q4 2024. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Midwest Capital Advisors held 432 shares of Vanguard Morningstar Mid-Cap Value ETF worth $85.4K as of Q2 2026.
Midwest Capital Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Midwest Capital Advisors's portfolio in Q2 2026, its #80 holding.
Midwest Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $101K in Q4 2024.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.