Sanctuary Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sanctuary Advisors’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	$16.5M	Buy	83,577 +4,379	+6%	+$847K	0.08%	262
2026 Q1	$14.6M	Sell	79,198 -246	-0.3%	-$46K	0.08%	265
2025 Q4	$14.1M	Buy	79,444 +18,877	+31%	+$3.3M	0.08%	266
2025 Q3	$10.6M	Buy	60,567 +9,827	+19%	+$1.67M	0.06%	314
2025 Q2	$8.34M	Buy	50,740 +1,886	+4%	+$299K	0.05%	365
2025 Q1	$7.84M	Sell	48,854 -5,771	-11%	-$943K	0.06%	347
2024 Q4	$9.12M	Buy	54,625 +483	+0.9%	+$81.5K	0.06%	338
2024 Q3	$9.43M	Buy	54,142 +6,135	+13%	+$975K	0.06%	324
2024 Q2	$7.2M	Buy	+48,007	New	+$7.28M	0.05%	355

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

Sanctuary Advisors's VOE Position: Q2 2026 in Review

Sanctuary Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.5% in Q2 2026, buying an estimated $847K and bringing the position to 83,577 shares worth $16.5M. The position accounts for 0.08% of the portfolio, ranked #262.

Sanctuary Advisors 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.

Sanctuary Advisors held 83,577 shares of Vanguard Morningstar Mid-Cap Value ETF worth $16.5M as of Q2 2026.
Sanctuary Advisors bought 4,379 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $847K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #262 holding.
Sanctuary Advisors 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 Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.