Net Worth Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Net Worth Advisory 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	$809K	Sell	4,094 -8,221	-67%	-$1.59M	0.2%	115
2026 Q1	$2.27M	Buy	12,315 +728	+6%	+$136K	0.47%	43
2025 Q4	$2.06M	Buy	11,587 +8,431	+267%	+$1.48M	0.42%	52
2025 Q3	$551K	Sell	3,156 -7,611	-71%	-$1.3M	0.16%	149
2025 Q2	$1.77M	Buy	10,767 +7,672	+248%	+$1.21M	0.39%	56
2025 Q1	$497K	Buy	3,095 +285	+10%	+$46.6K	0.16%	159
2024 Q4	$455K	Buy	2,810 +58	+2%	+$9.78K	0.14%	184
2024 Q3	$461K	Buy	+2,752	New	+$437K	0.14%	185

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

Net Worth Advisory Group's VOE Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 67% in Q2 2026, selling an estimated $1.59M and leaving 4,094 shares worth $809K. The position accounts for 0.2% of the portfolio, ranked #115.

Net Worth Advisory Group first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Net Worth Advisory Group held 4,094 shares of Vanguard Morningstar Mid-Cap Value ETF worth $809K as of Q2 2026.
Net Worth Advisory Group sold 8,221 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.59M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.2% of Net Worth Advisory Group's portfolio in Q2 2026, its #115 holding.
Net Worth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.27M in Q1 2026.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.