Ocean Park Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ocean Park Asset Management’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	–	Sell	-3,377	Closed	-$622K	–	95
2026 Q1	$622K	Sell	3,377 -474	-12%	-$88.6K	0.04%	51
2025 Q4	$683K	Sell	3,851 -223	-5%	-$39K	0.03%	76
2025 Q3	$711K	Sell	4,074 -126	-3%	-$21.4K	0.03%	89
2025 Q2	$674K	Hold	4,200	–	–	0.02%	68
2025 Q1	$674K	Buy	4,200 +1,260	+43%	+$206K	0.02%	68
2024 Q4	$476K	Buy	+2,940	New	+$496K	0.02%	74

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

Ocean Park Asset Management's VOE Position: Q2 2026 in Review

Ocean Park Asset Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 3,377 shares — an estimated $622K sold.

Ocean Park Asset Management first reported a position in VOE in Q4 2024 and held it in 6 quarters. The position peaked at $711K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Ocean Park Asset Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Ocean Park Asset Management sold 3,377 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $622K.
Ocean Park Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and held it in 6 quarters.
Ocean Park Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $711K in Q3 2025.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.