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

Paulson 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	$332K	Hold	1,678	–	–	0.07%	107
2026 Q1	$309K	Sell	1,678 -511	-23%	-$95.5K	0.07%	103
2025 Q4	$388K	Sell	2,189 -146	-6%	-$25.6K	0.09%	94
2025 Q3	$408K	Sell	2,335 -161	-6%	-$27.4K	0.1%	94
2025 Q2	$410K	Sell	2,496 -250	-9%	-$39.6K	0.11%	95
2025 Q1	$441K	Sell	2,746 -337	-11%	-$55.1K	0.12%	80
2024 Q4	$499K	Sell	3,083 -129	-4%	-$21.8K	0.14%	74
2024 Q3	$539K	Sell	3,212 -1,339	-29%	-$213K	0.14%	72
2024 Q2	$685K	Sell	4,551 -811	-15%	-$123K	0.2%	62
2024 Q1	$836K	Sell	5,362 -1,076	-17%	-$158K	0.25%	49
2023 Q4	$934K	Sell	6,438 -690	-10%	-$92.7K	0.3%	46
2023 Q3	$934K	Sell	7,128 -585	-8%	-$81K	0.33%	44
2023 Q2	$1.07M	Buy	+7,713	New	+$1.03M	0.36%	40

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

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

Paulson Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,678 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #107.

Paulson Wealth Management first reported a position in VOE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q2 2023. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Paulson Wealth Management held 1,678 shares of Vanguard Morningstar Mid-Cap Value ETF worth $332K as of Q2 2026.
Paulson Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Paulson Wealth Management's portfolio in Q2 2026, its #107 holding.
Paulson Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
Paulson Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.07M in Q2 2023.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.