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Quartz Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Quartz Partners’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 		– Sell
-1,399
Closed -$258K – 211
2026
Q1 		$258K Buy
1,399
+30
+2% +$5.61K 0.1% 146
2025
Q4 		$243K Buy
1,369
+32
+2% +$5.6K 0.09% 146
2025
Q3 		$233K Buy
1,337
+42
+3% +$7.15K 0.08% 164
2025
Q2 		$213K Buy
+1,295
New +$205K 0.1% 165

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

Quartz Partners's VOE Position: Q2 2026 in Review

Quartz Partners sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,399 shares — an estimated $258K sold.

Quartz Partners first reported a position in VOE in Q2 2025 and held it in 4 quarters. The position peaked at $258K in Q1 2026. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Quartz Partners reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Quartz Partners sold 1,399 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $258K.
  • Quartz Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and held it in 4 quarters.
  • Quartz Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $258K in Q1 2026.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.