Mosaic Family Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Mosaic Family Wealth Partners’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	$8.38M	Buy	42,418 +1,221	+3%	+$236K	0.56%	28
2026 Q1	$7.59M	Buy	41,197 +78	+0.2%	+$14.6K	0.78%	17
2025 Q4	$7.29M	Sell	41,119 -839	-2%	-$147K	0.8%	17
2025 Q3	$7.3M	Buy	41,958 +455	+1%	+$77.4K	0.85%	15
2025 Q2	$6.83M	Buy	41,503 +2,303	+6%	+$365K	0.87%	16
2025 Q1	$6.29M	Buy	39,200 +1,120	+3%	+$183K	0.89%	15
2024 Q4	$6.16M	Buy	38,080 +111	+0.3%	+$18.7K	0.89%	16
2024 Q3	$6.37M	Buy	37,969 +47	+0.1%	+$7.47K	0.94%	14
2024 Q2	$5.7M	Buy	37,922 +1,534	+4%	+$233K	0.92%	17
2024 Q1	$5.67M	Buy	36,388 +2,104	+6%	+$309K	0.93%	15
2023 Q4	$4.97M	Sell	34,284 -1,182	-3%	-$159K	0.86%	18
2023 Q3	$4.64M	Buy	35,466 +49	+0.1%	+$6.79K	0.93%	15
2023 Q2	$4.9M	Sell	35,417 -1,241	-3%	-$165K	0.96%	15
2023 Q1	$4.91M	Buy	36,658 +144	+0.4%	+$20K	1.03%	15
2022 Q4	$4.94M	Buy	+36,514	New	+$4.9M	1.39%	11

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

Mosaic Family Wealth Partners's VOE Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3% in Q2 2026, buying an estimated $236K and bringing the position to 42,418 shares worth $8.38M. The position accounts for 0.56% of the portfolio, ranked #28.

Mosaic Family Wealth Partners first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Mosaic Family Wealth Partners held 42,418 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.38M as of Q2 2026.
Mosaic Family Wealth Partners bought 1,221 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $236K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.56% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #28 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.