Salomon & Ludwin’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Salomon & Ludwin’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	$132K	Hold	667	–	–	0.01%	210
2026 Q1	$124K	Sell	667 -99	-13%	-$18.5K	0.01%	211
2025 Q4	$139K	Buy	766 +33	+5%	+$5.78K	0.01%	194
2025 Q3	$128K	Sell	733 -30	-4%	-$5.1K	0.01%	195
2025 Q2	$127K	Sell	763 -20	-3%	-$3.17K	0.01%	169
2025 Q1	$126K	Sell	783 -40	-5%	-$6.54K	0.01%	160
2024 Q4	$133K	Sell	823 -12	-1%	-$2.02K	0.01%	155
2024 Q3	$140K	Hold	835	–	–	0.01%	161
2024 Q2	$126K	Sell	835 -425	-34%	-$64.5K	0.01%	171
2024 Q1	$196K	Sell	1,260 -1,091	-46%	-$160K	0.02%	188
2023 Q4	$308K	Hold	2,351	–	–	0.03%	142
2023 Q3	$308K	Buy	2,351 +195	+9%	+$27K	0.03%	142
2023 Q2	$298K	Sell	2,156 -18	-0.8%	-$2.4K	0.03%	148
2023 Q1	$291K	Hold	2,174	–	–	0.03%	140
2022 Q4	$294K	Buy	+2,174	New	+$292K	0.04%	139

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

Salomon & Ludwin's VOE Position: Q2 2026 in Review

Salomon & Ludwin held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 667 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #210.

Salomon & Ludwin first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $308K in Q4 2023. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Salomon & Ludwin held 667 shares of Vanguard Morningstar Mid-Cap Value ETF worth $132K as of Q2 2026.
Salomon & Ludwin 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 Salomon & Ludwin's portfolio in Q2 2026, its #210 holding.
Salomon & Ludwin first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Salomon & Ludwin's Vanguard Morningstar Mid-Cap Value ETF position peaked at $308K in Q4 2023.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.