Robinswood Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Robinswood Financial’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	$30.8K	Hold	156	–	–	0.01%	192
2026 Q1	$28.7K	Sell	156 -158	-50%	-$29.5K	0.01%	191
2025 Q4	$55.8K	Sell	314 -274	-47%	-$48K	0.02%	141
2025 Q3	$103K	Sell	588 -13	-2%	-$2.21K	0.03%	103
2025 Q2	$98.8K	Hold	601	–	–	0.04%	107
2025 Q1	$96.5K	Buy	601 +6	+1%	+$981	0.04%	96
2024 Q4	$96.3K	Hold	595	–	–	0.04%	95
2024 Q3	$99.8K	Hold	595	–	–	0.04%	96
2024 Q2	$89.5K	Buy	595 +170	+40%	+$25.8K	0.04%	100
2024 Q1	$65.8K	Hold	425	–	–	0.03%	86
2023 Q4	$61.6K	Hold	425	–	–	0.03%	81
2023 Q3	$55.7K	Sell	425 -38	-8%	-$5.26K	0.03%	81
2023 Q2	$64.1K	Buy	+463	New	+$61.7K	0.03%	74

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

Robinswood Financial's VOE Position: Q2 2026 in Review

Robinswood Financial held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 156 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #192.

Robinswood Financial first reported a position in VOE in Q2 2023 and has held it in 13 quarters since. The position peaked at $103K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Robinswood Financial held 156 shares of Vanguard Morningstar Mid-Cap Value ETF worth $30.8K as of Q2 2026.
Robinswood Financial left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #192 holding.
Robinswood Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $103K in Q3 2025.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.