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

Orgel Wealth 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	$190M	Buy	961,906 +62,816	+7%	+$12.2M	3.61%	10
2026 Q1	$166M	Buy	899,090 +51,890	+6%	+$9.69M	3.57%	11
2025 Q4	$150M	Buy	847,200 +27,405	+3%	+$4.8M	3.32%	12
2025 Q3	$143M	Buy	819,795 +24,283	+3%	+$4.13M	3.26%	12
2025 Q2	$131M	Buy	795,512 +54,333	+7%	+$8.6M	3.15%	14
2025 Q1	$119M	Buy	741,179 +45,271	+7%	+$7.4M	3.09%	13
2024 Q4	$113M	Buy	695,908 +35,802	+5%	+$6.04M	2.94%	14
2024 Q3	$111M	Buy	660,106 +24,595	+4%	+$3.91M	2.77%	14
2024 Q2	$95.6M	Buy	635,511 +53,170	+9%	+$8.07M	2.58%	17
2024 Q1	$90.8M	Buy	582,341 +185,410	+47%	+$27.2M	2.49%	17
2023 Q4	$57.6M	Buy	396,931 +50,103	+14%	+$6.73M	1.7%	18
2023 Q3	$45.4M	Buy	346,828 +9,331	+3%	+$1.29M	1.54%	18
2023 Q2	$46.7M	Buy	337,497 +28,186	+9%	+$3.76M	1.54%	18
2023 Q1	$41.5M	Sell	309,311 -20,143	-6%	-$2.79M	1.48%	18
2022 Q4	$44.6M	Buy	329,454 +19,178	+6%	+$2.57M	1.71%	15
2022 Q3	$37.8M	Buy	310,276 +87,311	+39%	+$11.8M	1.86%	14
2022 Q2	$28.9M	Buy	222,965 +83,664	+60%	+$11.8M	1.63%	14
2022 Q1	$20.8M	Buy	139,301 +50,992	+58%	+$7.5M	1.43%	14
2021 Q4	$13.3M	Buy	88,309 +49,926	+130%	+$7.33M	1.28%	17
2021 Q3	$5.36M	Buy	38,383 +17,084	+80%	+$2.43M	0.61%	19
2021 Q2	$2.99M	Buy	+21,299	New	+$3.01M	0.38%	19

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

Orgel Wealth Management's VOE Position: Q2 2026 in Review

Orgel Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7% in Q2 2026, buying an estimated $12.2M and bringing the position to 961,906 shares worth $190M. The position accounts for 3.61% of the portfolio, ranked #10.

Orgel Wealth Management first reported a position in VOE in Q2 2021 and has held it in 21 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Orgel Wealth Management held 961,906 shares of Vanguard Morningstar Mid-Cap Value ETF worth $190M as of Q2 2026.
Orgel Wealth Management bought 62,816 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $12.2M.
Vanguard Morningstar Mid-Cap Value ETF made up 3.61% of Orgel Wealth Management's portfolio in Q2 2026, its #10 holding.
Orgel Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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