Schneider Downs Wealth Management Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Schneider Downs Wealth Management 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	$266K	Hold	1,347	–	–	0.03%	147
2026 Q1	$248K	Hold	1,347	–	–	0.03%	138
2025 Q4	$239K	Buy	1,347 +32	+2%	+$5.6K	0.03%	140
2025 Q3	$230K	Hold	1,315	–	–	0.03%	137
2025 Q2	$216K	Hold	1,315	–	–	0.03%	138
2025 Q1	$211K	Hold	1,315	–	–	0.04%	135
2024 Q4	$213K	Hold	1,315	–	–	0.04%	132
2024 Q3	$220K	Buy	+1,315	New	+$209K	0.05%	128
2024 Q2	–	Sell	-1,315	Closed	-$205K	–	139
2024 Q1	$205K	Buy	+1,315	New	+$193K	0.05%	130
2018 Q1	–	Sell	-2,200	Closed	-$245K	–	58
2017 Q4	$245K	Hold	2,200	–	–	0.14%	35
2017 Q3	$232K	Hold	2,200	–	–	0.15%	36
2017 Q2	$226K	Hold	2,200	–	–	0.15%	39
2017 Q1	$224K	Buy	+2,200	New	+$222K	0.15%	38

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

Schneider Downs Wealth Management Advisors's VOE Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,347 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #147.

Schneider Downs Wealth Management Advisors first reported a position in VOE in Q1 2017 and has held it in 13 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Schneider Downs Wealth Management Advisors held 1,347 shares of Vanguard Morningstar Mid-Cap Value ETF worth $266K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #147 holding.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2017 and has held it in 13 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.