Paces Ferry Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Paces Ferry Wealth Advisors’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	$308K	Buy	1,558 +87	+6%	+$16.8K	0.11%	97
2026 Q1	$271K	Sell	1,471 -5	-0.3%	-$934	0.11%	110
2025 Q4	$262K	Buy	1,476 +90	+6%	+$15.8K	0.11%	107
2025 Q3	$242K	Buy	1,386 +56	+4%	+$9.53K	0.1%	106
2025 Q2	$219K	Sell	1,330 -37	-3%	-$5.86K	0.1%	111
2025 Q1	$219K	Buy	1,367 +87	+7%	+$14.2K	0.11%	112
2024 Q4	$207K	Buy	+1,280	New	+$216K	0.1%	120

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

Paces Ferry Wealth Advisors's VOE Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.9% in Q2 2026, buying an estimated $16.8K and bringing the position to 1,558 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #97.

Paces Ferry Wealth Advisors first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Paces Ferry Wealth Advisors held 1,558 shares of Vanguard Morningstar Mid-Cap Value ETF worth $308K as of Q2 2026.
Paces Ferry Wealth Advisors bought 87 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $16.8K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Paces Ferry Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.