Monument Group Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Monument Group Wealth 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	$216K	Hold	1,091	–	–	0.1%	42
2026 Q1	$201K	Buy	+1,091	New	+$204K	0.11%	42

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

Monument Group Wealth Advisors's VOE Position: Q2 2026 in Review

Monument Group Wealth Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,091 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #42.

Monument Group Wealth Advisors first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Monument Group Wealth Advisors held 1,091 shares of Vanguard Morningstar Mid-Cap Value ETF worth $216K as of Q2 2026.
Monument Group Wealth Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.