Prelude Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Prelude Capital 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	$790K	Sell	4,000 -6,500	-62%	-$1.26M	0.06%	378
2026 Q1	$1.93M	Hold	10,500	–	–	0.15%	177
2025 Q4	$1.86M	Hold	10,500	–	–	0.14%	163
2025 Q3	$1.83M	Buy	+10,500	New	+$1.79M	0.14%	180

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

Prelude Capital Management's VOE Position: Q2 2026 in Review

Prelude Capital Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 62% in Q2 2026, selling an estimated $1.26M and leaving 4,000 shares worth $790K. The position accounts for 0.06% of the portfolio, ranked #378.

Prelude Capital Management first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.93M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Prelude Capital Management held 4,000 shares of Vanguard Morningstar Mid-Cap Value ETF worth $790K as of Q2 2026.
Prelude Capital Management sold 6,500 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.26M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Prelude Capital Management's portfolio in Q2 2026, its #378 holding.
Prelude Capital Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
Prelude Capital Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.93M in Q1 2026.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.