PCA
VOE icon

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

Prosperity Capital 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 		$786K Sell
3,975
-159
-4% -$30.8K 0.04% 217
2026
Q1 		$762K Buy
4,134
+86
+2% +$16.1K 0.04% 216
2025
Q4 		$718K Sell
4,048
-17,473
-81% -$3.06M 0.04% 205
2025
Q3 		$3.76M Sell
21,521
-798
-4% -$136K 0.22% 77
2025
Q2 		$3.67M Sell
22,319
-2,906
-12% -$460K 0.24% 77
2025
Q1 		$4.05M Sell
25,225
-722
-3% -$118K 0.32% 62
2024
Q4 		$4.2M Sell
25,947
-3,250
-11% -$548K 0.34% 54
2024
Q3 		$4.9M Buy
29,197
+5,193
+22% +$826K 0.42% 47
2024
Q2 		$3.61M Buy
24,004
+645
+3% +$97.9K 0.4% 44
2024
Q1 		$3.64M Buy
23,359
+5,572
+31% +$818K 0.43% 41
2023
Q4 		$2.58M Buy
17,787
+5,328
+43% +$716K 0.28% 50
2023
Q3 		$1.63M Buy
12,459
+2,024
+19% +$280K 0.22% 64
2023
Q2 		$1.44M Sell
10,435
-25,498
-71% -$3.4M 0.2% 69
2023
Q1 		$4.82M Buy
35,933
+31,815
+773% +$4.41M 0.74% 24
2022
Q4 		$557K Buy
+4,118
New +$552K 0.17% 90

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

Prosperity Capital Advisors's VOE Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.8% in Q2 2026, selling an estimated $30.8K and leaving 3,975 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #217.

Prosperity Capital Advisors first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.9M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Prosperity Capital Advisors held 3,975 shares of Vanguard Morningstar Mid-Cap Value ETF worth $786K as of Q2 2026.
  • Prosperity Capital Advisors sold 159 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $30.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #217 holding.
  • Prosperity Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.9M in Q3 2024.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.