Nalls Sherbakoff Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Nalls Sherbakoff Group’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	$897K	Sell	4,542 -70	-2%	-$13.5K	0.64%	33
2026 Q1	$850K	Sell	4,612 -982	-18%	-$183K	0.63%	33
2025 Q4	$992K	Sell	5,594 -873	-13%	-$153K	0.72%	30
2025 Q3	$1.13M	Buy	6,467 +15	+0.2%	+$2.55K	0.76%	29
2025 Q2	$1.06M	Buy	6,452 +869	+16%	+$138K	0.77%	29
2025 Q1	$896K	Buy	+5,583	New	+$913K	0.73%	28
2023 Q4	$916K	Sell	6,319 -448	-7%	-$60.2K	0.82%	28
2023 Q3	$886K	Sell	6,767 -66	-1%	-$9.14K	0.86%	29
2023 Q2	$874K	Buy	6,833 +31	+0.5%	+$4.13K	0.86%	29
2023 Q1	$899K	Buy	+6,802	New	+$944K	0.89%	29
2018 Q4	$959K	Buy	+10,070	New	+$1.06M	1.53%	15

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

Nalls Sherbakoff Group's VOE Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.5% in Q2 2026, selling an estimated $13.5K and leaving 4,542 shares worth $897K. The position accounts for 0.64% of the portfolio, ranked #33.

Nalls Sherbakoff Group first reported a position in VOE in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.13M in Q3 2025. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Nalls Sherbakoff Group held 4,542 shares of Vanguard Morningstar Mid-Cap Value ETF worth $897K as of Q2 2026.
Nalls Sherbakoff Group sold 70 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $13.5K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.64% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #33 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.13M in Q3 2025.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.