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

RWA 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 		$819K Buy
4,147
+375
+10% +$72.6K 0.01% 384
2026
Q1 		$695K Buy
3,772
+54
+1% +$10.1K 0.01% 398
2025
Q4 		$659K Buy
3,718
+103
+3% +$18K 0.01% 394
2025
Q3 		$631K Sell
3,615
-2,081
-37% -$354K 0.01% 407
2025
Q2 		$937K Hold
5,696
– – 0.01% 337
2025
Q1 		$914K Sell
5,696
-85
-1% -$13.9K 0.01% 337
2024
Q4 		$935K Buy
5,781
+266
+5% +$44.9K 0.01% 334
2024
Q3 		$925K Buy
5,515
+1,134
+26% +$180K 0.01% 334
2024
Q2 		$659K Sell
4,381
-16
-0.4% -$2.43K 0.01% 359
2024
Q1 		$686K Sell
4,397
-92
-2% -$13.5K 0.01% 352
2023
Q4 		$651K Sell
4,489
-1,995
-31% -$268K 0.01% 346
2023
Q3 		$849K Buy
6,484
+1
+0% +$139 0.02% 207
2023
Q2 		$897K Sell
6,483
-14
-0.2% -$1.87K 0.02% 176
2023
Q1 		$871K Sell
6,497
-1,455
-18% -$202K 0.02% 141
2022
Q4 		$1.13M Sell
7,952
-8,117
-51% -$1.09M 0.03% 126
2022
Q3 		$1.96M Buy
16,069
+2,855
+22% +$386K 0.14% 91
2022
Q2 		$1.71M Buy
+13,214
New +$1.87M 0.12% 96
2020
Q2 		– Sell
-6,125
Closed -$498K – 226
2020
Q1 		$498K Sell
6,125
-112,820
-95% -$12.2M 0.07% 131
2019
Q4 		$14.2M Buy
118,945
+6,949
+6% +$801K 1.41% 19
2019
Q3 		$12.7M Sell
111,996
-15,438
-12% -$1.71M 1.34% 21
2019
Q2 		$14.2M Buy
127,434
+4,760
+4% +$521K 1.52% 18
2019
Q1 		$13.2M Buy
122,674
+15,941
+15% +$1.67M 1.51% 17
2018
Q4 		$10.2M Buy
106,733
+22,322
+26% +$2.34M 1.34% 19
2018
Q3 		$9.54M Buy
84,411
+47,170
+127% +$5.36M 1.07% 21
2018
Q2 		$4.11M Buy
37,241
+31,788
+583% +$3.52M 0.46% 51
2018
Q1 		$597K Sell
5,453
-7,531
-58% -$847K 0.08% 129
2017
Q4 		$1.45M Buy
12,984
+1,845
+17% +$200K 0.16% 106
2017
Q3 		$1.18M Buy
11,139
+418
+4% +$43.4K 0.13% 109
2017
Q2 		$1.1M Buy
10,721
+98
+0.9% +$10K 0.14% 99
2017
Q1 		$1.08M Buy
+10,623
New +$1.07M 0.14% 98

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

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

RWA Wealth Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.9% in Q2 2026, buying an estimated $72.6K and bringing the position to 4,147 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #384.

RWA Wealth Partners first reported a position in VOE in Q1 2017 and has held it in 30 quarters since. The position peaked at $14.2M in Q2 2019. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • RWA Wealth Partners held 4,147 shares of Vanguard Morningstar Mid-Cap Value ETF worth $819K as of Q2 2026.
  • RWA Wealth Partners bought 375 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $72.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #384 holding.
  • RWA Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2017 and has held it in 30 quarters since.
  • RWA Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $14.2M in Q2 2019.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.