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

Prosperity Planning’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 		$9.1M Sell
46,036
-704
-2% -$136K 2.09% 16
2026
Q1 		$8.61M Sell
46,740
-1,644
-3% -$307K 2.18% 15
2025
Q4 		$8.58M Sell
48,384
-285
-0.6% -$49.9K 2.24% 15
2025
Q3 		$8.5M Sell
48,669
-3,032
-6% -$516K 2.29% 14
2025
Q2 		$8.5M Sell
51,701
-1,420
-3% -$225K 2.45% 13
2025
Q1 		$8.53M Sell
53,121
-3,963
-7% -$648K 2.67% 11
2024
Q4 		$9.23M Sell
57,084
-7,382
-11% -$1.25M 2.96% 11
2024
Q3 		$10.8M Sell
64,466
-8,042
-11% -$1.28M 3.43% 10
2024
Q2 		$10.9M Sell
72,508
-6,577
-8% -$998K 3.73% 8
2024
Q1 		$12.3M Buy
79,085
+4,028
+5% +$591K 4.27% 7
2023
Q4 		$10.9M Buy
75,057
+3,395
+5% +$456K 4.07% 7
2023
Q3 		$9.38M Buy
71,662
+3,483
+5% +$482K 3.92% 8
2023
Q2 		$9.43M Buy
68,179
+4,221
+7% +$563K 3.89% 8
2023
Q1 		$8.57M Buy
63,958
+2,646
+4% +$367K 3.74% 8
2022
Q4 		$8.46M Hold
61,312
– – 4.18% 5
2022
Q3 		$7.47M Buy
61,312
+9,116
+17% +$1.23M 3.9% 8
2022
Q2 		$8.46M Hold
52,196
– – 4.32% 8
2022
Q1 		$8.89M Hold
52,196
– – 4.35% 7
2021
Q4 		$7.85M Buy
52,196
+3,895
+8% +$572K 3.98% 7
2021
Q3 		$6.74M Buy
48,301
+1,622
+3% +$230K 3.68% 7
2021
Q2 		$6.56M Buy
46,679
+2,671
+6% +$377K 4.07% 6
2021
Q1 		$5.93M Buy
44,008
+5,082
+13% +$651K 4.22% 6
2020
Q4 		$4.63M Buy
+38,926
New +$4.36M 3.92% 6

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 Planning's VOE Position: Q2 2026 in Review

Prosperity Planning reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.5% in Q2 2026, selling an estimated $136K and leaving 46,036 shares worth $9.1M. The position accounts for 2.09% of the portfolio, ranked #16.

Prosperity Planning first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.3M in Q1 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Prosperity Planning held 46,036 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.1M as of Q2 2026.
  • Prosperity Planning sold 704 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.09% of Prosperity Planning's portfolio in Q2 2026, its #16 holding.
  • Prosperity Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Prosperity Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $12.3M in Q1 2024.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.