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

Sagace 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	$2.96M	Sell	14,984 -53	-0.4%	-$10.3K	1.86%	19
2026 Q1	$2.77M	Sell	15,037 -313	-2%	-$58.5K	1.86%	22
2025 Q4	$2.72M	Buy	15,350 +278	+2%	+$48.7K	1.85%	21
2025 Q3	$2.63M	Buy	15,072 +2,977	+25%	+$507K	1.79%	23
2025 Q2	$1.99M	Sell	12,095 -266	-2%	-$42.1K	1.49%	29
2025 Q1	$1.98M	Sell	12,361 -386	-3%	-$63.1K	1.5%	26
2024 Q4	$2.06M	Sell	12,747 -2,768	-18%	-$467K	1.54%	22
2024 Q3	$2.62M	Buy	15,515 +2,589	+20%	+$412K	2.02%	18
2024 Q2	$2.03M	Buy	+12,926	New	+$1.96M	1.99%	19

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

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

Sagace Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.35% in Q2 2026, selling an estimated $10.3K and leaving 14,984 shares worth $2.96M. The position accounts for 1.86% of the portfolio, ranked #19.

Sagace Wealth Management first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Sagace Wealth Management held 14,984 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.96M as of Q2 2026.
Sagace Wealth Management sold 53 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Morningstar Mid-Cap Value ETF made up 1.86% of Sagace Wealth Management's portfolio in Q2 2026, its #19 holding.
Sagace Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.