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

Quadcap Wealth Management’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	$330K	Sell	1,672 -35	-2%	-$6.77K	0.03%	323
2026 Q1	$315K	Hold	1,707	–	–	0.04%	308
2025 Q4	$303K	Buy	1,707 +1	+0.1%	+$175	0.03%	316
2025 Q3	$298K	Buy	1,706 +1	+0.1%	+$170	0.04%	320
2025 Q2	$280K	Buy	1,705 +6	+0.4%	+$950	0.04%	325
2025 Q1	$273K	Buy	1,699 +4	+0.2%	+$654	0.04%	316
2024 Q4	$274K	Buy	1,695 +5	+0.3%	+$843	0.04%	320
2024 Q3	$283K	Buy	+1,690	New	+$269K	0.04%	317

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

Quadcap Wealth Management's VOE Position: Q2 2026 in Review

Quadcap Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.1% in Q2 2026, selling an estimated $6.77K and leaving 1,672 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #323.

Quadcap Wealth Management first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Quadcap Wealth Management held 1,672 shares of Vanguard Morningstar Mid-Cap Value ETF worth $330K as of Q2 2026.
Quadcap Wealth Management sold 35 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $6.77K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #323 holding.
Quadcap Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.