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

Obermeyer Wealth Partners’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	$233K	Buy	+1,177	New	+$228K	0.01%	281
2023 Q1	–	Sell	-2,112	Closed	-$286K	–	240
2022 Q4	$286K	Buy	2,112 +16	+0.8%	+$2.15K	0.02%	167
2022 Q3	$255K	Hold	2,096	–	–	0.02%	169
2022 Q2	$271K	Hold	2,096	–	–	0.02%	158
2022 Q1	$314K	Hold	2,096	–	–	0.02%	168
2021 Q4	$315K	Hold	2,096	–	–	0.02%	171
2021 Q3	$293K	Buy	2,096 +496	+31%	+$70.5K	0.02%	172
2021 Q2	$225K	Hold	1,600	–	–	0.01%	198
2021 Q1	$216K	Sell	1,600 -1,400	-47%	-$179K	0.01%	187
2020 Q4	$357K	Hold	3,000	–	–	0.02%	105
2020 Q3	$304K	Hold	3,000	–	–	0.02%	112
2020 Q2	$287K	Sell	3,000 -200	-6%	-$18.3K	0.02%	111
2020 Q1	$260K	Buy	3,200 +200	+7%	+$21.5K	0.03%	102
2019 Q4	$358K	Hold	3,000	–	–	0.03%	94
2019 Q3	$339K	Buy	+3,000	New	+$333K	0.03%	94

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

Obermeyer Wealth Partners's VOE Position: Q2 2026 in Review

Obermeyer Wealth Partners opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,177 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Obermeyer Wealth Partners previously reported a position in VOE as recently as Q4 2022.

Obermeyer Wealth Partners first reported a position in VOE in Q3 2019 and has held it in 15 quarters since. The position peaked at $358K in Q4 2019. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Obermeyer Wealth Partners held 1,177 shares of Vanguard Morningstar Mid-Cap Value ETF worth $233K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Obermeyer Wealth Partners position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #281 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and has held it in 15 quarters since.
Obermeyer Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $358K in Q4 2019.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.