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 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 $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's VOE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026: 4,071 shares worth $750K. The stake represents 0.02% of the portfolio and ranks #589 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VOE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in VOE in Q3 2024 and has held it in 5 quarters since. 1,221 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Mount Yale Investment Advisors held 4,071 shares of Vanguard Morningstar Mid-Cap Value ETF worth $750K as of Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #589 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
1,221 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.