MS
VOE icon

Monetary Solutions’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Monetary Solutions’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 		$3.47M Buy
17,582
+69
+0.4% +$13.3K 2.99% 10
2026
Q1 		$3.23M Buy
17,513
+70
+0.4% +$13.1K 3.12% 10
2025
Q4 		$3.09M Buy
+17,443
New +$3.05M 3.05% 10

Other funds holding VOE

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Monetary Solutions's VOE Position: Q2 2026 in Review

Monetary Solutions increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.39% in Q2 2026, buying an estimated $13.3K and bringing the position to 17,582 shares worth $3.47M. The position accounts for 2.99% of the portfolio, ranked #10.

Monetary Solutions first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,073 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Monetary Solutions held 17,582 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.47M as of Q2 2026.
  • Monetary Solutions bought 69 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $13.3K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.99% of Monetary Solutions's portfolio in Q2 2026, its #10 holding.
  • Monetary Solutions first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.