Old North State Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
Other funds holding VOE
EWA
Old North State Wealth Management's VOE Position: Q2 2026 in Review
Old North State Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.3% in Q2 2026, selling an estimated $13.2K and leaving 2,859 shares worth $567K. The position accounts for 0.24% of the portfolio, ranked #73.
Old North State Wealth Management first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. The position peaked at $584K in Q2 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Old North State Wealth Management held 2,859 shares of Vanguard Morningstar Mid-Cap Value ETF worth $567K as of Q2 2026.
- Old North State Wealth Management sold 68 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $13.2K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.24% of Old North State Wealth Management's portfolio in Q2 2026, its #73 holding.
- Old North State Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
- Old North State Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $584K in Q2 2025.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.