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

MilWealth 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	$11.4K	Hold	58	–	–	﹤0.01%	64
2026 Q1	$10.6K	Hold	58	–	–	﹤0.01%	63
2025 Q4	$10.2K	Hold	58	–	–	﹤0.01%	65
2025 Q3	$10.1K	Hold	58	–	–	﹤0.01%	62
2025 Q2	$9.5K	Hold	58	–	–	﹤0.01%	61
2025 Q1	$9.28K	Hold	58	–	–	﹤0.01%	62
2024 Q4	$9.35K	Hold	58	–	–	﹤0.01%	83
2024 Q3	$9.69K	Hold	58	–	–	﹤0.01%	59
2024 Q2	$8.69K	Hold	58	–	–	﹤0.01%	57
2024 Q1	$9.01K	Sell	58 -18	-24%	-$2.64K	﹤0.01%	58
2023 Q4	$11K	Hold	76	–	–	﹤0.01%	57
2023 Q3	$9.92K	Hold	76	–	–	﹤0.01%	56
2023 Q2	$10.5K	Hold	76	–	–	﹤0.01%	51
2023 Q1	$10.2K	Hold	76	–	–	﹤0.01%	54
2022 Q4	$10.2K	Hold	76	–	–	﹤0.01%	51
2022 Q3	$9.23K	Hold	76	–	–	﹤0.01%	52
2022 Q2	$9.81K	Hold	76	–	–	﹤0.01%	60
2022 Q1	$11.3K	Hold	76	–	–	﹤0.01%	66
2021 Q4	$11.4K	Hold	76	–	–	﹤0.01%	76
2021 Q3	$10.6K	Hold	76	–	–	﹤0.01%	81
2021 Q2	$10.6K	Hold	76	–	–	﹤0.01%	50
2021 Q1	$10.2K	Sell	76 -53	-41%	-$6.79K	﹤0.01%	52
2020 Q4	$15.3K	Sell	129 -22	-15%	-$2.46K	0.01%	38
2020 Q3	$15.3K	Sell	151 -24	-14%	-$2.43K	0.01%	38
2020 Q2	$16.7K	Hold	175	–	–	0.01%	40
2020 Q1	$14.2K	Hold	175	–	–	0.01%	40
2019 Q4	$20.8K	Hold	175	–	–	0.02%	45
2019 Q3	$19.8K	Hold	175	–	–	0.02%	42
2019 Q2	$19.5K	Hold	175	–	–	0.02%	40
2019 Q1	$18.9K	Hold	175	–	–	0.02%	41
2018 Q4	$16.6K	Buy	+175	New	+$18.4K	0.02%	46

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

MilWealth Group's VOE Position: Q2 2026 in Review

MilWealth Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 58 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #64.

MilWealth Group first reported a position in VOE in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.8K in Q4 2019. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

MilWealth Group held 58 shares of Vanguard Morningstar Mid-Cap Value ETF worth $11.4K as of Q2 2026.
MilWealth Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of MilWealth Group's portfolio in Q2 2026, its #64 holding.
MilWealth Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
MilWealth Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $20.8K in Q4 2019.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.