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

Ritholtz 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	$1.22M	Sell	6,169 -18	-0.3%	-$3.48K	0.02%	560
2026 Q1	$1.14M	Buy	6,187 +81	+1%	+$15.1K	0.02%	516
2025 Q4	$1.08M	Buy	6,106 +226	+4%	+$39.6K	0.02%	494
2025 Q3	$1.03M	Sell	5,880 -2	-0%	-$340	0.02%	493
2025 Q2	$967K	Sell	5,882 -172	-3%	-$27.2K	0.02%	463
2025 Q1	$972K	Buy	6,054 +312	+5%	+$51K	0.03%	406
2024 Q4	$929K	Buy	5,742 +24	+0.4%	+$4.05K	0.03%	380
2024 Q3	$959K	Buy	+5,718	New	+$909K	0.03%	381

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

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

Ritholtz Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.29% in Q2 2026, selling an estimated $3.48K and leaving 6,169 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #560.

Ritholtz Wealth Management first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Ritholtz Wealth Management held 6,169 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.22M as of Q2 2026.
Ritholtz Wealth Management sold 18 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $3.48K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #560 holding.
Ritholtz Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.