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

Revolve Wealth 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 		$1.51M Sell
7,635
-59
-0.8% -$11.4K 0.16% 84
2026
Q1 		$1.42M Sell
7,694
-358
-4% -$66.9K 0.18% 73
2025
Q4 		$1.43M Hold
8,052
– – 0.17% 73
2025
Q3 		$1.41M Buy
8,052
+1
+0% +$170 0.17% 68
2025
Q2 		$1.32M Buy
8,051
+801
+11% +$127K 0.17% 67
2025
Q1 		$1.16M Hold
7,250
– – 0.17% 74
2024
Q4 		$1.17M Hold
7,250
– – 0.17% 68
2024
Q3 		$1.22M Buy
7,250
+300
+4% +$47.7K 0.19% 66
2024
Q2 		$1.05M Sell
6,950
-300
-4% -$45.5K 0.17% 67
2024
Q1 		$1.13M Buy
7,250
+240
+3% +$35.2K 0.19% 62
2023
Q4 		$1.02M Sell
7,010
-341
-5% -$45.8K 0.2% 61
2023
Q3 		$963K Sell
7,351
-12
-0.2% -$1.66K 0.22% 61
2023
Q2 		$1.02M Sell
7,363
-647
-8% -$86.3K 0.24% 58
2023
Q1 		$1.07M Buy
8,010
+136
+2% +$18.9K 0.27% 57
2022
Q4 		$1.06M Sell
7,874
-207
-3% -$27.8K 0.3% 55
2022
Q3 		$984K Sell
8,081
-464
-5% -$62.8K 0.33% 51
2022
Q2 		$1.11M Sell
8,545
-1,045
-11% -$148K 0.36% 46
2022
Q1 		$1.44M Sell
9,590
-159
-2% -$23.4K 0.41% 43
2021
Q4 		$1.47M Buy
+9,749
New +$1.43M 0.42% 43

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

Revolve Wealth Partners's VOE Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.77% in Q2 2026, selling an estimated $11.4K and leaving 7,635 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #84.

Revolve Wealth Partners first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Revolve Wealth Partners held 7,635 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.51M as of Q2 2026.
  • Revolve Wealth Partners sold 59 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.16% of Revolve Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Revolve Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.