Panoramic Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Panoramic Investment 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	$290K	Buy	1,468 +6	+0.4%	+$1.16K	0.14%	114
2026 Q1	$269K	Buy	1,462 +7	+0.5%	+$1.31K	0.15%	112
2025 Q4	$258K	Buy	1,455 +13	+0.9%	+$2.27K	0.14%	106
2025 Q3	$252K	Buy	1,442 +7	+0.5%	+$1.19K	0.14%	107
2025 Q2	$236K	Hold	1,435	–	–	0.14%	105
2025 Q1	$230K	Buy	1,435 +9	+0.6%	+$1.47K	0.16%	103
2024 Q4	$231K	Buy	1,426 +83	+6%	+$14K	0.15%	106
2024 Q3	$225K	Buy	+1,343	New	+$213K	0.16%	108
2024 Q1	$207K	Buy	+1,330	New	+$195K	0.15%	109

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

Panoramic Investment Advisors's VOE Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.41% in Q2 2026, buying an estimated $1.16K and bringing the position to 1,468 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #114.

Panoramic Investment Advisors first reported a position in VOE in Q1 2024 and has held it in 9 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Panoramic Investment Advisors held 1,468 shares of Vanguard Morningstar Mid-Cap Value ETF worth $290K as of Q2 2026.
Panoramic Investment Advisors bought 6 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.16K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of Panoramic Investment Advisors's portfolio in Q2 2026, its #114 holding.
Panoramic Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.