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

Noble Family 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	$1.38M	Hold	6,995	–	–	0.25%	35
2026 Q1	$1.29M	Buy	6,995 +1,716	+33%	+$321K	0.27%	35
2025 Q4	$936K	Sell	5,279 -125	-2%	-$21.9K	0.2%	45
2025 Q3	$943K	Buy	5,404 +141	+3%	+$24K	0.21%	45
2025 Q2	$866K	Buy	5,263 +189	+4%	+$29.9K	0.21%	43
2025 Q1	$815K	Sell	5,074 -396	-7%	-$64.7K	0.22%	40
2024 Q4	$883K	Sell	5,470 -1,106	-17%	-$187K	0.24%	40
2024 Q3	$1.1M	Sell	6,576 -2,304	-26%	-$366K	0.3%	36
2024 Q2	$1.34M	Sell	8,880 -1,910	-18%	-$290K	0.38%	33
2024 Q1	$1.68M	Sell	10,790 -6,191	-36%	-$909K	0.48%	33
2023 Q4	$2.46M	Sell	16,981 -1,870	-10%	-$251K	0.75%	29
2023 Q3	$2.47M	Sell	18,851 -3,089	-14%	-$428K	0.83%	27
2023 Q2	$3.04M	Sell	21,940 -6,395	-23%	-$853K	0.99%	23
2023 Q1	$3.8M	Buy	+28,335	New	+$3.93M	1.3%	20

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

Noble Family Wealth's VOE Position: Q2 2026 in Review

Noble Family Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 6,995 shares worth $1.38M. The position accounts for 0.25% of the portfolio, ranked #35.

Noble Family Wealth first reported a position in VOE in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.8M in Q1 2023. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Noble Family Wealth held 6,995 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.38M as of Q2 2026.
Noble Family Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.25% of Noble Family Wealth's portfolio in Q2 2026, its #35 holding.
Noble Family Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Noble Family Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $3.8M in Q1 2023.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.