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

ORG 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	$114K	Hold	579	–	–	0.02%	276
2026 Q1	$107K	Hold	579	–	–	0.02%	277
2025 Q4	$103K	Hold	579	–	–	0.02%	270
2025 Q3	$101K	Buy	579 +52	+10%	+$8.85K	0.02%	271
2025 Q2	$87.8K	Hold	527	–	–	0.02%	264
2025 Q1	$84.7K	Hold	527	–	–	0.03%	301
2024 Q4	$85.3K	Buy	+527	New	+$88.9K	0.03%	189

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

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

ORG Wealth Partners held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 579 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #276.

ORG Wealth Partners first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

ORG Wealth Partners held 579 shares of Vanguard Morningstar Mid-Cap Value ETF worth $114K as of Q2 2026.
ORG Wealth Partners left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #276 holding.
ORG Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.