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Mission Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Mission Wealth Management’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 		$673K Buy
3,405
+1,009
+42% +$195K 0.01% 587
2026
Q1 		$441K Sell
2,396
-55
-2% -$10.3K 0.01% 521
2025
Q4 		$435K Sell
2,451
-350
-12% -$61.3K 0.01% 519
2025
Q3 		$489K Buy
2,801
+265
+10% +$45.1K 0.01% 491
2025
Q2 		$417K Buy
2,536
+63
+3% +$9.97K 0.01% 513
2025
Q1 		$397K Buy
2,473
+496
+25% +$81.1K 0.01% 510
2024
Q4 		$320K Sell
1,977
-595
-23% -$100K 0.01% 540
2024
Q3 		$431K Buy
2,572
+81
+3% +$12.9K 0.01% 460
2024
Q2 		$375K Buy
2,491
+90
+4% +$13.7K 0.01% 482
2024
Q1 		$374K Sell
2,401
-288
-11% -$42.3K 0.01% 506
2023
Q4 		$390K Buy
2,689
+771
+40% +$104K 0.01% 427
2023
Q3 		$251K Buy
1,918
+29
+2% +$4.02K 0.01% 473
2023
Q2 		$261K Buy
+1,889
New +$252K 0.01% 465
2023
Q1 		– Sell
-1,744
Closed -$236K – 561
2022
Q4 		$236K Buy
+1,744
New +$234K 0.01% 459
2020
Q2 		– Sell
-2,815
Closed -$229K – 346
2020
Q1 		$229K Buy
+2,815
New +$303K 0.03% 263

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Mission Wealth Management's VOE Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 42% in Q2 2026, buying an estimated $195K and bringing the position to 3,405 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #587.

Mission Wealth Management first reported a position in VOE in Q1 2020 and has held it in 15 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Mission Wealth Management held 3,405 shares of Vanguard Morningstar Mid-Cap Value ETF worth $673K as of Q2 2026.
  • Mission Wealth Management bought 1,009 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $195K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Mission Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 15 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.