New England Private Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

New England Private Wealth 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	$272K	Buy	1,327 +1	+0.1%	+$193	0.03%	185
2026 Q1	$244K	Buy	1,326 +1	+0.1%	+$187	0.03%	174
2025 Q4	$235K	Sell	1,325 -42	-3%	-$7.35K	0.03%	166
2025 Q3	$239K	Hold	1,367	–	–	0.03%	161
2025 Q2	$230K	Hold	1,367	–	–	0.03%	145
2025 Q1	$219K	Buy	1,367 +46	+3%	+$7.52K	0.03%	134
2024 Q4	$214K	Buy	1,321 +1	+0.1%	+$169	0.03%	139
2024 Q3	$221K	Buy	+1,320	New	+$210K	0.04%	136
2024 Q2	–	Sell	-1,318	Closed	-$204K	–	142
2024 Q1	$204K	Sell	1,318 -1,098	-45%	-$161K	0.04%	132
2023 Q4	$350K	Buy	+2,416	New	+$324K	0.06%	104

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

New England Private Wealth Advisors's VOE Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.08% in Q2 2026, buying an estimated $193 and bringing the position to 1,327 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #185.

New England Private Wealth Advisors first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. The position peaked at $350K in Q4 2023. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

New England Private Wealth Advisors held 1,327 shares of Vanguard Morningstar Mid-Cap Value ETF worth $272K as of Q2 2026.
New England Private Wealth Advisors bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #185 holding.
New England Private Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
New England Private Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $350K in Q4 2023.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.