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NewEdge Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

NewEdge Wealth’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 		$2.83M Buy
14,315
+156
+1% +$30.2K 0.03% 368
2026
Q1 		$2.61M Buy
14,159
+2,406
+20% +$449K 0.03% 356
2025
Q4 		$2.08M Buy
11,753
+1,794
+18% +$314K 0.02% 438
2025
Q3 		$1.71M Buy
9,959
+4,510
+83% +$767K 0.02% 435
2025
Q2 		$912K Buy
5,449
+614
+13% +$97.2K 0.01% 555
2025
Q1 		$776K Buy
4,835
+146
+3% +$23.9K 0.01% 534
2024
Q4 		$759K Buy
4,689
+243
+5% +$41K 0.01% 541
2024
Q3 		$745K Buy
4,446
+375
+9% +$59.6K 0.01% 525
2024
Q2 		$612K Sell
4,071
-15,117
-79% -$2.29M 0.01% 504
2024
Q1 		$2.87M Buy
19,188
+1,831
+11% +$269K 0.06% 256
2023
Q4 		$2.52M Buy
17,357
+1,032
+6% +$139K 0.06% 262
2023
Q3 		$2.14M Sell
16,325
-170
-1% -$23.5K 0.07% 245
2023
Q2 		$2.28M Buy
16,495
+467
+3% +$62.3K 0.08% 228
2023
Q1 		$2.15M Buy
16,028
+9,481
+145% +$1.32M 0.08% 214
2022
Q4 		$885K Buy
+6,547
New +$878K 0.04% 304
2022
Q1 		– Sell
-12,080
Closed -$1.82M – 451
2021
Q4 		$1.82M Buy
12,080
+68
+0.6% +$9.99K 0.08% 177
2021
Q3 		$1.68M Buy
12,012
+49
+0.4% +$6.96K 0.1% 142
2021
Q2 		$1.68M Sell
11,963
-1,875
-14% -$265K 0.13% 138
2021
Q1 		$1.87M Buy
13,838
+69
+0.5% +$8.84K 0.19% 112
2020
Q4 		$1.64M Buy
+13,769
New +$1.54M 0.5% 61

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NewEdge Wealth's VOE Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.1% in Q2 2026, buying an estimated $30.2K and bringing the position to 14,315 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #368.

NewEdge Wealth first reported a position in VOE in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.87M in Q1 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • NewEdge Wealth held 14,315 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.83M as of Q2 2026.
  • NewEdge Wealth bought 156 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $30.2K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #368 holding.
  • NewEdge Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 20 quarters since.
  • NewEdge Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.87M in Q1 2024.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.