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

Scott Capital 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 		$11.1M Sell
55,960
-1,157
-2% -$224K 1.73% 17
2026
Q1 		$10.8M Buy
57,117
+1,166
+2% +$218K 2.19% 12
2025
Q4 		$9.92M Buy
55,951
+723
+1% +$127K 2.2% 12
2025
Q3 		$9.63M Sell
55,228
-4,298
-7% -$731K 2.18% 12
2025
Q2 		$9.94M Sell
59,526
-437
-0.7% -$69.2K 2.69% 11
2025
Q1 		$9.63M Buy
59,963
+526
+0.9% +$86K 2.87% 11
2024
Q4 		$9.55M Buy
59,437
+583
+1% +$98.3K 2.75% 11
2024
Q3 		$9.87M Sell
58,854
-1,863
-3% -$296K 2.8% 11
2024
Q2 		$9.08M Sell
60,717
-728
-1% -$110K 2.68% 11
2024
Q1 		$9.48M Buy
61,445
+1,029
+2% +$151K 2.88% 11
2023
Q4 		$8.76M Sell
60,416
-65
-0.1% -$8.73K 2.94% 11
2023
Q3 		$7.93M Buy
60,481
+11,311
+23% +$1.57M 3.16% 10
2023
Q2 		$6.8M Buy
49,170
+3,599
+8% +$480K 2.93% 11
2023
Q1 		$6.11M Sell
45,571
-815
-2% -$113K 2.94% 11
2022
Q4 		$6.27M Buy
46,386
+808
+2% +$108K 3.55% 6
2022
Q3 		$5.55M Buy
45,578
+585
+1% +$79.2K 3.79% 6
2022
Q2 		$5.83M Buy
44,993
+18,253
+68% +$2.58M 3.94% 6
2022
Q1 		$4M Buy
26,740
+14,836
+125% +$2.18M 2.35% 9
2021
Q4 		$1.79M Buy
+11,904
New +$1.75M 1.09% 10

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

Scott Capital Advisors's VOE Position: Q2 2026 in Review

Scott Capital Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2% in Q2 2026, selling an estimated $224K and leaving 55,960 shares worth $11.1M. The position accounts for 1.73% of the portfolio, ranked #17.

Scott Capital Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Scott Capital Advisors held 55,960 shares of Vanguard Morningstar Mid-Cap Value ETF worth $11.1M as of Q2 2026.
  • Scott Capital Advisors sold 1,157 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $224K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.73% of Scott Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Scott Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.