Regal Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Regal Investment Advisors’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	$9.76M	Sell	49,374 -39	-0.1%	-$7.54K	0.51%	42
2026 Q1	$9.11M	Buy	49,413 +1,197	+2%	+$224K	0.53%	45
2025 Q4	$8.55M	Buy	48,216 +2,751	+6%	+$481K	0.51%	47
2025 Q3	$7.94M	Buy	45,465 +4,573	+11%	+$778K	0.52%	47
2025 Q2	$6.73M	Buy	40,892 +344	+0.8%	+$54.5K	0.5%	54
2025 Q1	$6.51M	Sell	40,548 -13	-0%	-$2.13K	0.53%	49
2024 Q4	$6.56M	Buy	40,561 +1,449	+4%	+$244K	0.49%	53
2024 Q3	$6.56M	Sell	39,112 -581	-1%	-$92.4K	0.46%	55
2024 Q2	$5.97M	Buy	39,693 +309	+0.8%	+$46.9K	0.39%	69
2024 Q1	$6.14M	Buy	39,384 +129	+0.3%	+$18.9K	0.42%	65
2023 Q4	$5.69M	Buy	39,255 +1,551	+4%	+$208K	0.43%	64
2023 Q3	$4.94M	Buy	37,704 +881	+2%	+$122K	0.42%	68
2023 Q2	$5.1M	Buy	36,823 +819	+2%	+$109K	0.43%	70
2023 Q1	$4.83M	Buy	36,004 +1,485	+4%	+$206K	0.43%	72
2022 Q4	$4.67M	Buy	34,519 +58	+0.2%	+$7.78K	0.45%	61
2022 Q3	$4.2M	Buy	34,461 +1,340	+4%	+$181K	0.44%	63
2022 Q2	$4.29M	Buy	33,121 +173	+0.5%	+$24.5K	0.45%	62
2022 Q1	$4.93M	Buy	32,948 +242	+0.7%	+$35.6K	0.45%	60
2021 Q4	$4.92M	Buy	32,706 +1,030	+3%	+$151K	0.44%	60
2021 Q3	$4.42M	Buy	31,676 +1,801	+6%	+$256K	0.43%	59
2021 Q2	$4.2M	Buy	29,875 +9,246	+45%	+$1.31M	0.42%	63
2021 Q1	$2.78M	Sell	20,629 -11,594	-36%	-$1.48M	2.82%	12
2020 Q4	$3.83M	Buy	32,223 +10,578	+49%	+$1.18M	0.43%	59
2020 Q3	$2.19M	Sell	21,645 -8,785	-29%	-$890K	2.59%	12
2020 Q2	$2.91M	Buy	30,430 +8,555	+39%	+$784K	0.53%	55
2020 Q1	$1.78M	Sell	21,875 -4,691	-18%	-$505K	2.61%	15
2019 Q4	$3.17M	Buy	26,566 +907	+4%	+$105K	0.57%	51
2019 Q3	$2.9M	Buy	25,659 +1,105	+5%	+$123K	0.57%	48
2019 Q2	$2.73M	Buy	24,554 +962	+4%	+$105K	0.53%	49
2019 Q1	$2.54M	Sell	23,592 -339	-1%	-$35.6K	0.52%	53
2018 Q4	$2.28M	Buy	23,931 +321	+1%	+$33.7K	0.5%	57
2018 Q3	$2.67M	Buy	23,610 +7,392	+46%	+$840K	0.56%	45
2018 Q2	$1.79M	Sell	16,218 -6,708	-29%	-$743K	0.54%	54
2018 Q1	$2.51M	Buy	22,926 +828	+4%	+$93.1K	0.55%	48
2017 Q4	$2.46M	Buy	22,098 +31	+0.1%	+$3.35K	0.55%	53
2017 Q3	$2.33M	Sell	22,067 -169	-0.8%	-$17.6K	0.54%	57
2017 Q2	$2.29M	Buy	22,236 +1,386	+7%	+$142K	0.57%	62
2017 Q1	$2.13M	Buy	20,850 +124	+0.6%	+$12.5K	0.55%	67
2016 Q4	$2.01M	Buy	20,726 +1,152	+6%	+$109K	0.56%	68
2016 Q3	$1.83M	Buy	19,574 +924	+5%	+$85.5K	0.52%	67
2016 Q2	$1.66M	Buy	18,650 +1,600	+9%	+$141K	0.46%	79
2016 Q1	$1.49M	Buy	17,050 +1,992	+13%	+$162K	0.4%	80
2015 Q4	$1.29M	Buy	15,058 +4,494	+43%	+$393K	0.34%	87
2015 Q3	$879K	Buy	10,564 +4,427	+72%	+$393K	0.23%	115
2015 Q2	$555K	Buy	6,137 +987	+19%	+$91.4K	0.15%	144
2015 Q1	$473K	Buy	5,150 +803	+18%	+$72.5K	0.12%	160
2014 Q4	$389K	Buy	4,347 +2,148	+98%	+$188K	0.1%	163
2014 Q3	$187K	Buy	+2,199	New	+$190K	0.06%	225
2013 Q4	–	Sell	-2,029	Closed	-$149K	–	963
2013 Q3	$149K	Buy	2,029 +315	+18%	+$22.8K	0.09%	193
2013 Q2	$118K	Buy	+1,714	New	+$118K	0.07%	213

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

Regal Investment Advisors's VOE Position: Q2 2026 in Review

Regal Investment Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.08% in Q2 2026, selling an estimated $7.54K and leaving 49,374 shares worth $9.76M. The position accounts for 0.51% of the portfolio, ranked #42.

Regal Investment Advisors first reported a position in VOE in Q2 2013 and has held it in 50 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Regal Investment Advisors held 49,374 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.76M as of Q2 2026.
Regal Investment Advisors sold 39 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $7.54K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.51% of Regal Investment Advisors's portfolio in Q2 2026, its #42 holding.
Regal Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2013 and has held it in 50 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.