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

Physician 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	$152K	Hold	769	–	–	0.02%	255
2026 Q1	$142K	Hold	769	–	–	0.02%	233
2025 Q4	$136K	Hold	769	–	–	0.02%	237
2025 Q3	$134K	Hold	769	–	–	0.02%	241
2025 Q2	$126K	Hold	769	–	–	0.02%	239
2025 Q1	$123K	Hold	769	–	–	0.02%	231
2024 Q4	$124K	Buy	+769	New	+$130K	0.02%	232

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

Physician Wealth Advisors's VOE Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 769 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #255.

Physician Wealth Advisors first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Physician Wealth Advisors held 769 shares of Vanguard Morningstar Mid-Cap Value ETF worth $152K as of Q2 2026.
Physician Wealth Advisors 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 Physician Wealth Advisors's portfolio in Q2 2026, its #255 holding.
Physician Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.