Moisand Fitzgerald Tamayo’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Moisand Fitzgerald Tamayo’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	$8.89K	Hold	45	–	–	﹤0.01%	381
2026 Q1	$8.29K	Hold	45	–	–	﹤0.01%	364
2025 Q4	$7.98K	Hold	45	–	–	﹤0.01%	369
2025 Q3	$7.86K	Hold	45	–	–	﹤0.01%	381
2025 Q2	$7.4K	Sell	45 -44	-49%	-$6.97K	﹤0.01%	379
2025 Q1	$14.3K	Hold	89	–	–	﹤0.01%	305
2024 Q4	$14.4K	Buy	89 +44	+98%	+$7.42K	﹤0.01%	296
2024 Q3	$7.55K	Hold	45	–	–	﹤0.01%	388
2024 Q2	$6.77K	Hold	45	–	–	﹤0.01%	352
2024 Q1	$7.02K	Hold	45	–	–	﹤0.01%	354
2023 Q4	$6.53K	Buy	+45	New	+$6.04K	﹤0.01%	395
2023 Q1	–	Sell	-245	Closed	-$33.1K	–	820
2022 Q4	$33.1K	Buy	+245	New	+$32.9K	0.01%	203
2022 Q2	–	Sell	-76	Closed	-$11K	–	684
2022 Q1	$11K	Buy	+76	New	+$11.2K	0.01%	178
2020 Q3	–	Sell	-126	Closed	-$12K	–	365
2020 Q2	$12K	Buy	+126	New	+$11.6K	0.01%	176
2016 Q2	–	Sell	-362	Closed	-$32K	–	193
2016 Q1	$32K	Hold	362	–	–	0.03%	111
2015 Q4	$31K	Buy	+362	New	+$31.6K	0.03%	108

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

Moisand Fitzgerald Tamayo's VOE Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 45 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Moisand Fitzgerald Tamayo first reported a position in VOE in Q4 2015 and has held it in 16 quarters since. The position peaked at $33.1K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Moisand Fitzgerald Tamayo held 45 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.89K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #381 holding.
Moisand Fitzgerald Tamayo first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2015 and has held it in 16 quarters since.
Moisand Fitzgerald Tamayo's Vanguard Morningstar Mid-Cap Value ETF position peaked at $33.1K in Q4 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.