Pekin Hardy Strauss’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Pekin Hardy Strauss’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	$233K	Sell	1,177 -10	-0.8%	-$1.94K	0.02%	441
2026 Q1	$219K	Buy	+1,187	New	+$222K	0.02%	426

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

Pekin Hardy Strauss's VOE Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.84% in Q2 2026, selling an estimated $1.94K and leaving 1,177 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #441.

Pekin Hardy Strauss first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Pekin Hardy Strauss held 1,177 shares of Vanguard Morningstar Mid-Cap Value ETF worth $233K as of Q2 2026.
Pekin Hardy Strauss sold 10 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.94K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Pekin Hardy Strauss's portfolio in Q2 2026, its #441 holding.
Pekin Hardy Strauss first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.