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Prestige Wealth Management Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Prestige Wealth Management Group’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 		$31.4K Hold
159
– – 0.01% 310
2026
Q1 		$29.3K Sell
159
-1
-0.6% -$187 0.01% 304
2025
Q4 		$28.4K Hold
160
– – 0.01% 316
2025
Q3 		$28.1K Hold
160
– – 0.01% 329
2025
Q2 		$26.5K Hold
160
– – 0.01% 322
2025
Q1 		$25.7K Sell
160
-50
-24% -$8.17K 0.01% 321
2024
Q4 		$34K Hold
210
– – 0.01% 302
2024
Q3 		$35.2K Hold
210
– – 0.01% 281
2024
Q2 		$31.8K Hold
210
– – 0.01% 272
2024
Q1 		$32.7K Sell
210
-5
-2% -$734 0.01% 290
2023
Q4 		$31.2K Buy
215
+5
+2% +$672 0.01% 294
2023
Q3 		$27.5K Buy
210
+55
+35% +$7.62K 0.01% 296
2023
Q2 		$21.4K Sell
155
-20
-11% -$2.67K 0.01% 362
2023
Q1 		$23.5K Hold
175
– – 0.01% 322
2022
Q4 		$23.7K Buy
175
+117
+202% +$15.7K 0.01% 334
2022
Q3 		$7K Buy
58
+3
+5% +$406 ﹤0.01% 497
2022
Q2 		$7K Hold
55
– – ﹤0.01% 512
2022
Q1 		$8K Hold
55
– – ﹤0.01% 519
2021
Q4 		$8K Buy
55
+8
+17% +$1.18K ﹤0.01% 537
2021
Q3 		$7K Hold
47
– – ﹤0.01% 572
2021
Q2 		$7K Buy
47
+2
+4% +$283 ﹤0.01% 569
2021
Q1 		$6K Sell
45
-7
-13% -$896 ﹤0.01% 592
2020
Q4 		$6K Sell
52
-18
-26% -$2.02K ﹤0.01% 556
2020
Q3 		$7K Buy
70
+69
+6,900% +$6.99K ﹤0.01% 503
2020
Q2 		$0 Hold
1
– – ﹤0.01% 967
2020
Q1 		$0 Hold
1
– – ﹤0.01% 1022
2019
Q4 		$0 Buy
+1
New +$115 ﹤0.01% 678

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prestige Wealth Management Group's VOE Position: Q2 2026 in Review

Prestige Wealth Management Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 159 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #310.

Prestige Wealth Management Group first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. The position peaked at $35.2K in Q3 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Prestige Wealth Management Group held 159 shares of Vanguard Morningstar Mid-Cap Value ETF worth $31.4K as of Q2 2026.
  • Prestige Wealth Management Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #310 holding.
  • Prestige Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $35.2K in Q3 2024.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.