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Millstone Evans Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Millstone Evans 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 		$92.7K Sell
469
-77
-14% -$14.9K 0.05% 249
2026
Q1 		$101K Hold
546
– – 0.06% 231
2025
Q4 		$96.8K Buy
+546
New +$95.6K 0.06% 234

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Millstone Evans Group's VOE Position: Q2 2026 in Review

Millstone Evans Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 14% in Q2 2026, selling an estimated $14.9K and leaving 469 shares worth $92.7K. The position accounts for 0.05% of the portfolio, ranked #249.

Millstone Evans Group first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $101K in Q1 2026. 1,104 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Millstone Evans Group held 469 shares of Vanguard Morningstar Mid-Cap Value ETF worth $92.7K as of Q2 2026.
  • Millstone Evans Group sold 77 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Millstone Evans Group's portfolio in Q2 2026, its #249 holding.
  • Millstone Evans Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Millstone Evans Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $101K in Q1 2026.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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