Mount Yale Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Mount Yale Investment 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	$803K	Sell	4,063 -8	-0.2%	-$1.55K	0.01%	646
2026 Q1	$750K	Buy	+4,071	New	+$761K	0.02%	589
2025 Q3	–	Sell	-2,873	Closed	-$472K	–	1576
2025 Q2	$472K	Sell	2,873 -76	-3%	-$12K	0.04%	353
2025 Q1	$473K	Buy	2,949 +76	+3%	+$12.4K	0.04%	338
2024 Q4	$465K	Hold	2,873	–	–	0.04%	352
2024 Q3	$482K	Buy	+2,873	New	+$457K	0.05%	353

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

Mount Yale Investment Advisors's VOE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.2% in Q2 2026, selling an estimated $1.55K and leaving 4,063 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #646.

Mount Yale Investment Advisors first reported a position in VOE in Q3 2024 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Mount Yale Investment Advisors held 4,063 shares of Vanguard Morningstar Mid-Cap Value ETF worth $803K as of Q2 2026.
Mount Yale Investment Advisors sold 8 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.55K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #646 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.