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

Olistico Wealth’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	$85K	Hold	430	–	–	0.04%	131
2026 Q1	$79.2K	Hold	430	–	–	0.04%	136
2025 Q4	$76.3K	Buy	+430	New	+$75.3K	0.04%	130
2025 Q3	–	Sell	-430	Closed	-$70.7K	–	331
2025 Q2	$70.7K	Hold	430	–	–	0.04%	142
2025 Q1	$69K	Hold	430	–	–	0.04%	142
2024 Q4	$69.6K	Hold	430	–	–	0.04%	143
2024 Q3	$72.1K	Hold	430	–	–	0.04%	142
2024 Q2	$64.7K	Buy	+430	New	+$65.3K	0.04%	146

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

Olistico Wealth's VOE Position: Q2 2026 in Review

Olistico Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 430 shares worth $85K. The position accounts for 0.04% of the portfolio, ranked #131.

Olistico Wealth first reported a position in VOE in Q2 2024 and has held it in 8 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Olistico Wealth held 430 shares of Vanguard Morningstar Mid-Cap Value ETF worth $85K as of Q2 2026.
Olistico Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Olistico Wealth's portfolio in Q2 2026, its #131 holding.
Olistico Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.