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

Revisor 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	$590K	Buy	2,988 +466	+18%	+$90.2K	0.14%	163
2026 Q1	$465K	Buy	2,522 +370	+17%	+$69.1K	0.13%	173
2025 Q4	$398K	Buy	2,152 +184	+9%	+$32.2K	0.11%	195
2025 Q3	$340K	Buy	1,968 +309	+19%	+$52.6K	0.12%	192
2025 Q2	$279K	Buy	1,659 +35	+2%	+$5.54K	0.1%	220
2025 Q1	$261K	Buy	+1,624	New	+$266K	0.12%	186
2024 Q2	–	Sell	-1,788	Closed	-$269K	–	197
2024 Q1	$269K	Buy	+1,788	New	+$263K	0.12%	160

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

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

Revisor Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 18% in Q2 2026, buying an estimated $90.2K and bringing the position to 2,988 shares worth $590K. The position accounts for 0.14% of the portfolio, ranked #163.

Revisor Wealth Management first reported a position in VOE in Q1 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Revisor Wealth Management held 2,988 shares of Vanguard Morningstar Mid-Cap Value ETF worth $590K as of Q2 2026.
Revisor Wealth Management bought 466 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $90.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of Revisor Wealth Management's portfolio in Q2 2026, its #163 holding.
Revisor Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.