N.E.W. Advisory Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$114K Sell
578
-24
-4% -$4.64K 0.01% 276
2026
Q1
$111K Buy
602
+51
+9% +$9.53K 0.01% 273
2025
Q4
$97.7K Buy
551
+5
+0.9% +$875 0.01% 285
2025
Q3
$95.3K Buy
546
+2
+0.4% +$340 0.01% 251
2025
Q2
$89.5K Sell
544
-126
-19% -$19.9K 0.01% 252
2025
Q1
$108K Buy
+670
New +$110K 0.01% 269

Other funds holding VOE

N.E.W. Advisory Services's VOE Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4% in Q2 2026, selling an estimated $4.64K and leaving 578 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #276.

N.E.W. Advisory Services first reported a position in VOE in Q1 2025 and has held it in 6 quarters since. 976 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • N.E.W. Advisory Services held 578 shares of Vanguard Morningstar Mid-Cap Value ETF worth $114K as of Q2 2026.
  • N.E.W. Advisory Services sold 24 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $4.64K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #276 holding.
  • N.E.W. Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 976 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.