Patten & Patten’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Patten & Patten’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	$286K	Hold	1,448	–	–	0.02%	297
2026 Q1	$267K	Sell	1,448 -50	-3%	-$9.34K	0.02%	298
2025 Q4	$266K	Hold	1,498	–	–	0.02%	304
2025 Q3	$262K	Hold	1,498	–	–	0.02%	305
2025 Q2	$246K	Hold	1,498	–	–	0.02%	291
2025 Q1	$240K	Hold	1,498	–	–	0.02%	291
2024 Q4	$242K	Sell	1,498 -2	-0.1%	-$337	0.02%	285
2024 Q3	$252K	Buy	+1,500	New	+$238K	0.02%	278
2024 Q2	–	Sell	-1,319	Closed	-$206K	–	313
2024 Q1	$206K	Sell	1,319 -216	-14%	-$31.7K	0.01%	299
2023 Q4	$223K	Hold	1,535	–	–	0.02%	264
2023 Q3	$201K	Hold	1,535	–	–	0.02%	271
2023 Q2	$212K	Hold	1,535	–	–	0.02%	262
2023 Q1	$206K	Hold	1,535	–	–	0.02%	260
2022 Q4	$208K	Buy	+1,535	New	+$206K	0.02%	257

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

Patten & Patten's VOE Position: Q2 2026 in Review

Patten & Patten held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,448 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #297.

Patten & Patten first reported a position in VOE in Q4 2022 and has held it in 14 quarters since. 1,241 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Patten & Patten held 1,448 shares of Vanguard Morningstar Mid-Cap Value ETF worth $286K as of Q2 2026.
Patten & Patten 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 Patten & Patten's portfolio in Q2 2026, its #297 holding.
Patten & Patten first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
1,241 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.