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

Private 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	$162K	Buy	821 +1	+0.1%	+$193	0.04%	129
2026 Q1	$151K	Hold	820	–	–	0.04%	102
2025 Q4	$146K	Hold	820	–	–	0.04%	99
2025 Q3	$143K	Hold	820	–	–	0.04%	106
2025 Q2	$135K	Hold	820	–	–	0.04%	104
2025 Q1	$132K	Hold	820	–	–	0.05%	99
2024 Q4	$133K	Hold	820	–	–	0.05%	98
2024 Q3	$138K	Hold	820	–	–	0.05%	87
2024 Q2	$123K	Sell	820 -36	-4%	-$5.46K	0.05%	93
2024 Q1	$133K	Sell	856 -25	-3%	-$3.67K	0.06%	83
2023 Q4	$128K	Buy	+881	New	+$118K	0.06%	86

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

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

Private Wealth Management Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.12% in Q2 2026, buying an estimated $193 and bringing the position to 821 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #129.

Private Wealth Management Group first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Private Wealth Management Group held 821 shares of Vanguard Morningstar Mid-Cap Value ETF worth $162K as of Q2 2026.
Private Wealth Management Group bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #129 holding.
Private Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.