Quest 10 Wealth Builders’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Quest 10 Wealth Builders’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	$2.77K	Sell	14 -2	-13%	-$387	﹤0.01%	595
2026 Q1	$2.95K	Hold	16	–	–	﹤0.01%	587
2025 Q4	$2.84K	Hold	16	–	–	﹤0.01%	551
2025 Q3	$2.79K	Hold	16	–	–	﹤0.01%	578
2025 Q2	$2.63K	Hold	16	–	–	﹤0.01%	561
2025 Q1	$2.57K	Hold	16	–	–	﹤0.01%	546
2024 Q4	$2.59K	Buy	+16	New	+$2.7K	﹤0.01%	580

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

Quest 10 Wealth Builders's VOE Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q2 2026, selling an estimated $387 and leaving 14 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Quest 10 Wealth Builders first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.95K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Quest 10 Wealth Builders held 14 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.77K as of Q2 2026.
Quest 10 Wealth Builders sold 2 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $387.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #595 holding.
Quest 10 Wealth Builders first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.95K in Q1 2026.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.