Presilium Private Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Presilium Private Wealth’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	$30.3M	Buy	153,517 +6,627	+5%	+$1.28M	4.66%	9
2026 Q1	$27.1M	Buy	146,890 +1,191	+0.8%	+$223K	4.77%	8
2025 Q4	$25.8M	Buy	145,699 +3,900	+3%	+$683K	4.72%	9
2025 Q3	$24.8M	Buy	141,799 +5,813	+4%	+$989K	4.7%	9
2025 Q2	$22.4M	Buy	135,986 +9,619	+8%	+$1.52M	4.58%	9
2025 Q1	$20.3M	Buy	126,367 +26,834	+27%	+$4.39M	4.54%	9
2024 Q4	$16.1M	Buy	99,533 +2,570	+3%	+$434K	3.7%	11
2024 Q3	$16.3M	Sell	96,963 -148	-0.2%	-$23.5K	3.74%	11
2024 Q2	$14.6M	Buy	97,111 +5,270	+6%	+$800K	3.69%	11
2024 Q1	$14.3M	Buy	91,841 +3,761	+4%	+$552K	3.8%	10
2023 Q4	$12.8M	Sell	88,080 -8,646	-9%	-$1.16M	3.64%	10
2023 Q3	$12.7M	Sell	96,726 -9,914	-9%	-$1.37M	4.03%	11
2023 Q2	$14.8M	Buy	106,640 +12,740	+14%	+$1.7M	5.06%	8
2023 Q1	$12.6M	Buy	93,900 +8,474	+10%	+$1.18M	4.86%	9
2022 Q4	$11.6M	Buy	+85,426	New	+$11.5M	4.85%	8

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

Presilium Private Wealth's VOE Position: Q2 2026 in Review

Presilium Private Wealth increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.5% in Q2 2026, buying an estimated $1.28M and bringing the position to 153,517 shares worth $30.3M. The position accounts for 4.66% of the portfolio, ranked #9.

Presilium Private Wealth first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Presilium Private Wealth held 153,517 shares of Vanguard Morningstar Mid-Cap Value ETF worth $30.3M as of Q2 2026.
Presilium Private Wealth bought 6,627 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.28M.
Vanguard Morningstar Mid-Cap Value ETF made up 4.66% of Presilium Private Wealth's portfolio in Q2 2026, its #9 holding.
Presilium Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.