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

Noble Wealth Management PBC’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 		$209K Sell
1,057
-50
-5% -$9.67K 0.09% 157
2026
Q1 		$204K Sell
1,107
-194
-15% -$36.2K 0.1% 141
2025
Q4 		$231K Sell
1,301
-17
-1% -$2.98K 0.12% 137
2025
Q3 		$230K Buy
+1,318
New +$224K 0.12% 129
2025
Q1 		$214K Hold
1,333
– – 0.15% 125
2024
Q4 		$216K Buy
+1,333
New +$225K 0.15% 115

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Noble Wealth Management PBC's VOE Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.5% in Q2 2026, selling an estimated $9.67K and leaving 1,057 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #157.

Noble Wealth Management PBC first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $231K in Q4 2025. 608 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Noble Wealth Management PBC held 1,057 shares of Vanguard Morningstar Mid-Cap Value ETF worth $209K as of Q2 2026.
  • Noble Wealth Management PBC sold 50 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $9.67K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Noble Wealth Management PBC's portfolio in Q2 2026, its #157 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $231K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.