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

Rockwood 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 		$221K Sell
1,120
-1
-0.1% -$193 0.01% 124
2026
Q1 		$207K Buy
+1,121
New +$209K 0.01% 111

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SGAM
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OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

Rockwood Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.09% in Q2 2026, selling an estimated $193 and leaving 1,120 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #124.

Rockwood Wealth Management first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Rockwood Wealth Management held 1,120 shares of Vanguard Morningstar Mid-Cap Value ETF worth $221K as of Q2 2026.
  • Rockwood Wealth Management sold 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Rockwood Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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