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

Prism 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	$3.72M	Sell	18,826 -1,092	-5%	-$211K	0.9%	29
2026 Q1	$3.67M	Sell	19,918 -20	-0.1%	-$3.74K	0.98%	27
2025 Q4	$3.54M	Sell	19,938 -8,875	-31%	-$1.55M	0.94%	28
2025 Q3	$5.03M	Sell	28,813 -3,362	-10%	-$572K	1.36%	25
2025 Q2	$5.29M	Buy	+32,175	New	+$5.09M	1.51%	24

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

Prism Advisors's VOE Position: Q2 2026 in Review

Prism Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.5% in Q2 2026, selling an estimated $211K and leaving 18,826 shares worth $3.72M. The position accounts for 0.9% of the portfolio, ranked #29.

Prism Advisors first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.29M in Q2 2025. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Prism Advisors held 18,826 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.72M as of Q2 2026.
Prism Advisors sold 1,092 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $211K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.9% of Prism Advisors's portfolio in Q2 2026, its #29 holding.
Prism Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Prism Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.29M in Q2 2025.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.