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

MONECO 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 		$2.01M Buy
10,190
+1,134
+13% +$219K 0.12% 165
2026
Q1 		$1.67M Buy
9,056
+152
+2% +$28.4K 0.13% 154
2025
Q4 		$1.58M Buy
8,904
+334
+4% +$58.5K 0.13% 159
2025
Q3 		$1.5M Buy
8,570
+159
+2% +$27.1K 0.12% 161
2025
Q2 		$1.38M Sell
8,411
-229
-3% -$36.3K 0.13% 160
2025
Q1 		$1.39M Sell
8,640
-27
-0.3% -$4.41K 0.14% 148
2024
Q4 		$1.4M Buy
8,667
+398
+5% +$67.1K 0.15% 146
2024
Q3 		$1.39M Buy
8,269
+121
+1% +$19.2K 0.17% 129
2024
Q2 		$1.23M Buy
8,148
+5
+0.1% +$759 0.18% 127
2024
Q1 		$1.27M Sell
8,143
-427
-5% -$62.7K 0.2% 125
2023
Q4 		$1.24M Buy
8,570
+8
+0.1% +$1.07K 0.24% 115
2023
Q3 		$1.12M Sell
8,562
-27
-0.3% -$3.74K 0.3% 81
2023
Q2 		$1.19M Sell
8,589
-53
-0.6% -$7.07K 0.32% 74
2023
Q1 		$1.16M Sell
8,642
-242
-3% -$33.6K 0.34% 72
2022
Q4 		$1.2M Sell
8,884
-145
-2% -$19.5K 0.43% 52
2022
Q3 		$1.1M Sell
9,029
-415
-4% -$56.2K 0.44% 56
2022
Q2 		$1.22M Sell
9,444
-116
-1% -$16.4K 0.47% 52
2022
Q1 		$1.43M Sell
9,560
-218
-2% -$32.1K 0.53% 42
2021
Q4 		$1.44M Buy
9,778
+594
+6% +$87.2K 0.54% 43
2021
Q3 		$1.28M Buy
9,184
+806
+10% +$114K 0.51% 46
2021
Q2 		$1.18M Buy
8,378
+373
+5% +$52.7K 0.54% 44
2021
Q1 		$1.08M Buy
8,005
+174
+2% +$22.3K 0.52% 48
2020
Q4 		$966K Sell
7,831
-6
-0.1% -$672 0.53% 46
2020
Q3 		$794K Sell
7,837
-21
-0.3% -$2.13K 0.51% 47
2020
Q2 		$752K Sell
7,858
-177
-2% -$16.2K 0.59% 39
2020
Q1 		$653K Sell
8,035
-1,522
-16% -$164K 0.67% 38
2019
Q4 		$1.16M Buy
9,557
+1,582
+20% +$182K 0.83% 31
2019
Q3 		$901K Buy
7,975
+455
+6% +$50.5K 0.7% 35
2019
Q2 		$837K Buy
7,520
+14
+0.2% +$1.53K 0.67% 35
2019
Q1 		$810K Buy
7,506
+470
+7% +$49.4K 0.66% 37
2018
Q4 		$670K Buy
+7,036
New +$739K 0.78% 32

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

MONECO Advisors's VOE Position: Q2 2026 in Review

MONECO Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q2 2026, buying an estimated $219K and bringing the position to 10,190 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #165.

MONECO Advisors first reported a position in VOE in Q4 2018 and has held it in 31 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • MONECO Advisors held 10,190 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.01M as of Q2 2026.
  • MONECO Advisors bought 1,134 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $219K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of MONECO Advisors's portfolio in Q2 2026, its #165 holding.
  • MONECO Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.