MV Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

MV Capital Management’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	$92.9K	Hold	470	–	–	0.01%	262
2026 Q1	$86.6K	Hold	470	–	–	0.01%	259
2025 Q4	$83.4K	Hold	470	–	–	0.01%	259
2025 Q3	$82.1K	Hold	470	–	–	0.01%	258
2025 Q2	$77.3K	Hold	470	–	–	0.01%	264
2025 Q1	$75.5K	Hold	470	–	–	0.01%	261
2024 Q4	$76K	Hold	470	–	–	0.01%	255
2024 Q3	$78.8K	Sell	470 -329	-41%	-$52.3K	0.01%	254
2024 Q2	$120K	Hold	799	–	–	0.01%	205
2024 Q1	$125K	Hold	799	–	–	0.01%	201
2023 Q4	$116K	Hold	799	–	–	0.01%	203
2023 Q3	$105K	Hold	799	–	–	0.01%	201
2023 Q2	$111K	Hold	799	–	–	0.01%	200
2023 Q1	$107K	Sell	799 -409	-34%	-$56.7K	0.02%	200
2022 Q4	$163K	Hold	1,208	–	–	0.03%	139
2022 Q3	$147K	Buy	1,208 +285	+31%	+$38.6K	0.03%	142
2022 Q2	$120K	Buy	+923	New	+$131K	0.02%	156
2020 Q2	–	Sell	-186	Closed	-$15K	–	360
2020 Q1	$15K	Buy	+186	New	+$20K	﹤0.01%	201

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

MV Capital Management's VOE Position: Q2 2026 in Review

MV Capital Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 470 shares worth $92.9K. The position accounts for 0.01% of the portfolio, ranked #262.

MV Capital Management first reported a position in VOE in Q1 2020 and has held it in 18 quarters since. The position peaked at $163K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

MV Capital Management held 470 shares of Vanguard Morningstar Mid-Cap Value ETF worth $92.9K as of Q2 2026.
MV Capital Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #262 holding.
MV Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 18 quarters since.
MV Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $163K in Q4 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.