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

Savvy Advisors Inc’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	$2.4M	Buy	12,152 +2,113	+21%	+$409K	0.05%	295
2026 Q1	$1.85M	Buy	10,039 +3,490	+53%	+$652K	0.05%	281
2025 Q4	$1.16M	Buy	6,549 +440	+7%	+$77K	0.04%	336
2025 Q3	$1.07M	Buy	6,109 +547	+10%	+$93.1K	0.05%	260
2025 Q2	$915K	Buy	5,562 +2,011	+57%	+$318K	0.06%	230
2025 Q1	$570K	Buy	3,551 +806	+29%	+$132K	0.06%	267
2024 Q4	$444K	Buy	+2,745	New	+$463K	0.05%	259

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

Savvy Advisors Inc's VOE Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 21% in Q2 2026, buying an estimated $409K and bringing the position to 12,152 shares worth $2.4M. The position accounts for 0.05% of the portfolio, ranked #295.

Savvy Advisors Inc first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Savvy Advisors Inc held 12,152 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.4M as of Q2 2026.
Savvy Advisors Inc bought 2,113 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $409K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #295 holding.
Savvy Advisors Inc first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.