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SC&H Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

SC&H Financial 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 		$1.77M Buy
8,940
+4
+0% +$774 0.23% 52
2026
Q1 		$1.65M Buy
8,936
+5
+0.1% +$934 0.25% 54
2025
Q4 		$1.58M Buy
8,931
+598
+7% +$105K 0.25% 50
2025
Q3 		$1.45M Sell
8,333
-882
-10% -$150K 0.24% 53
2025
Q2 		$1.52M Hold
9,215
– – 0.26% 50
2025
Q1 		$1.48M Buy
9,215
+31
+0.3% +$5.07K 0.29% 49
2024
Q4 		$1.49M Buy
9,184
+29
+0.3% +$4.89K 0.31% 47
2024
Q3 		$1.54M Sell
9,155
-129
-1% -$20.5K 0.34% 46
2024
Q2 		$1.4M Sell
9,284
-182
-2% -$27.6K 0.34% 46
2024
Q1 		$1.48M Sell
9,466
-332
-3% -$48.7K 0.38% 42
2023
Q4 		$1.42M Buy
9,798
+425
+5% +$57.1K 0.41% 39
2023
Q3 		$1.23M Buy
9,373
+23
+0.2% +$3.19K 0.41% 41
2023
Q2 		$1.29M Buy
9,350
+24
+0.3% +$3.2K 0.43% 38
2023
Q1 		$1.25M Buy
9,326
+22
+0.2% +$3.05K 0.46% 42
2022
Q4 		$1.26M Buy
9,304
+60
+0.6% +$8.05K 0.52% 34
2022
Q3 		$1.13M Buy
9,244
+507
+6% +$68.6K 0.56% 39
2022
Q2 		$1.13M Buy
8,737
+319
+4% +$45.1K 0.53% 44
2022
Q1 		$1.26M Buy
8,418
+33
+0.4% +$4.85K 0.6% 35
2021
Q4 		$1.26M Buy
+8,385
New +$1.23M 0.7% 34

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

SC&H Financial Advisors's VOE Position: Q2 2026 in Review

SC&H Financial Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.04% in Q2 2026, buying an estimated $774 and bringing the position to 8,940 shares worth $1.77M. The position accounts for 0.23% of the portfolio, ranked #52.

SC&H Financial Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • SC&H Financial Advisors held 8,940 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.77M as of Q2 2026.
  • SC&H Financial Advisors bought 4 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $774.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.23% of SC&H Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.