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

Robertson Stephens 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	$5.87M	Sell	29,709 -675	-2%	-$131K	0.14%	114
2026 Q1	$5.6M	Sell	30,384 -527	-2%	-$98.5K	0.16%	116
2025 Q4	$5.48M	Sell	30,911 -1,219	-4%	-$213K	0.14%	115
2025 Q3	$5.64M	Sell	32,130 -1,523	-5%	-$259K	0.17%	95
2025 Q2	$5.56M	Sell	33,653 -1,463	-4%	-$232K	0.18%	95
2025 Q1	$5.64M	Sell	35,116 -552	-2%	-$90.2K	0.19%	95
2024 Q4	$5.77M	Sell	35,668 -109	-0.3%	-$18.4K	0.2%	100
2024 Q3	$6M	Buy	+35,777	New	+$5.69M	0.22%	95

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

Robertson Stephens Wealth Management's VOE Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.2% in Q2 2026, selling an estimated $131K and leaving 29,709 shares worth $5.87M. The position accounts for 0.14% of the portfolio, ranked #114.

Robertson Stephens Wealth Management first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. The position peaked at $6M in Q3 2024. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Robertson Stephens Wealth Management held 29,709 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.87M as of Q2 2026.
Robertson Stephens Wealth Management sold 675 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $131K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #114 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Robertson Stephens Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6M in Q3 2024.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.