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MSH Capital Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

MSH Capital 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 		$4.27M Sell
21,628
-365
-2% -$70.6K 0.74% 33
2026
Q1 		$4.05M Buy
21,993
+1,612
+8% +$301K 0.86% 28
2025
Q4 		$3.61M Hold
20,381
– – 0.77% 30
2025
Q3 		$3.56M Hold
20,381
– – 0.95% 24
2025
Q2 		$3.35M Buy
20,381
+320
+2% +$50.7K 0.97% 26
2025
Q1 		$3.22M Sell
20,061
-35
-0.2% -$5.72K 1% 26
2024
Q4 		$3.25M Buy
20,096
+310
+2% +$52.3K 1.02% 26
2024
Q3 		$3.32M Buy
19,786
+370
+2% +$58.8K 1.01% 25
2024
Q2 		$2.92M Buy
19,416
+105
+0.5% +$15.9K 0.98% 26
2024
Q1 		$3.01M Sell
19,311
-336
-2% -$49.3K 1.06% 24
2023
Q4 		$2.85M Sell
19,647
-1,174
-6% -$158K 1.06% 23
2023
Q3 		$2.73M Sell
20,821
-594
-3% -$82.3K 1.07% 21
2023
Q2 		$2.96M Buy
21,415
+502
+2% +$66.9K 1.09% 22
2023
Q1 		$2.8M Sell
20,913
-1,273
-6% -$177K 1.2% 17
2022
Q4 		$3M Sell
22,186
-1,260
-5% -$169K 1.36% 13
2022
Q3 		$2.86M Sell
23,446
-87
-0.4% -$11.8K 1.41% 13
2022
Q2 		$3.05M Sell
23,533
-819
-3% -$116K 1.42% 13
2022
Q1 		$3.64M Buy
24,352
+3,671
+18% +$540K 1.5% 13
2021
Q4 		$3.11M Buy
+20,681
New +$3.04M 1.39% 15

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

MSH Capital Advisors's VOE Position: Q2 2026 in Review

MSH Capital Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.7% in Q2 2026, selling an estimated $70.6K and leaving 21,628 shares worth $4.27M. The position accounts for 0.74% of the portfolio, ranked #33.

MSH Capital Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • MSH Capital Advisors held 21,628 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.27M as of Q2 2026.
  • MSH Capital Advisors sold 365 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $70.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.74% of MSH Capital Advisors's portfolio in Q2 2026, its #33 holding.
  • MSH Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.