Oak Harvest Investment Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Oak Harvest Investment Services’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	$247K	Sell	1,249 -452	-27%	-$87.5K	0.02%	148
2026 Q1	$313K	Buy	+1,701	New	+$318K	0.03%	142

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

Oak Harvest Investment Services's VOE Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 27% in Q2 2026, selling an estimated $87.5K and leaving 1,249 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #148.

Oak Harvest Investment Services first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. The position peaked at $313K in Q1 2026. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Oak Harvest Investment Services held 1,249 shares of Vanguard Morningstar Mid-Cap Value ETF worth $247K as of Q2 2026.
Oak Harvest Investment Services sold 452 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $87.5K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Oak Harvest Investment Services's portfolio in Q2 2026, its #148 holding.
Oak Harvest Investment Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
Oak Harvest Investment Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $313K in Q1 2026.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.