POM Investment Strategies’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

POM Investment Strategies’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	–	Sell	-552	Closed	-$102K	–	466
2026 Q1	$102K	Buy	+552	New	+$103K	0.13%	73
2025 Q1	–	Sell	-28	Closed	-$4.53K	–	370
2024 Q4	$4.53K	Buy	+28	New	+$4.72K	﹤0.01%	227

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

POM Investment Strategies's VOE Position: Q2 2026 in Review

POM Investment Strategies sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 552 shares — an estimated $102K sold.

POM Investment Strategies first reported a position in VOE in Q4 2024 and held it in 2 quarters. The position peaked at $102K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

POM Investment Strategies reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
POM Investment Strategies sold 552 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $102K.
POM Investment Strategies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
POM Investment Strategies's Vanguard Morningstar Mid-Cap Value ETF position peaked at $102K in Q1 2026.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.