Prosperity Consulting Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Prosperity Consulting 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	$2.55M	Sell	12,923 -553	-4%	-$107K	0.1%	150
2026 Q1	$2.48M	Sell	13,476 -497	-4%	-$92.8K	0.11%	135
2025 Q4	$2.48M	Sell	13,973 -1,111	-7%	-$194K	0.11%	136
2025 Q3	$2.63M	Buy	15,084 +287	+2%	+$48.8K	0.13%	130
2025 Q2	$2.43M	Sell	14,797 -1,456	-9%	-$231K	0.18%	127
2025 Q1	$2.61M	Sell	16,253 -1,457	-8%	-$238K	0.2%	114
2024 Q4	$2.87M	Sell	17,710 -328	-2%	-$55.3K	0.22%	106
2024 Q3	$3.02M	Buy	+18,038	New	+$2.87M	0.24%	101

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

Prosperity Consulting Group's VOE Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.1% in Q2 2026, selling an estimated $107K and leaving 12,923 shares worth $2.55M. The position accounts for 0.1% of the portfolio, ranked #150.

Prosperity Consulting Group first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.02M in Q3 2024. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Prosperity Consulting Group held 12,923 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.55M as of Q2 2026.
Prosperity Consulting Group sold 553 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $107K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Prosperity Consulting Group's portfolio in Q2 2026, its #150 holding.
Prosperity Consulting Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $3.02M in Q3 2024.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.