Nvest Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Nvest Financial’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	$1.05M	Buy	+5,318	New	+$1.03M	0.33%	67

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

Nvest Financial's VOE Position: Q2 2026 in Review

Nvest Financial opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 5,318 shares worth $1.05M. The stake represents 0.33% of the portfolio and ranks #67 among its holdings.

1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Nvest Financial held 5,318 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.05M as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Nvest Financial position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.33% of Nvest Financial's portfolio in Q2 2026, its #67 holding.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.