Seeds Investor’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Seeds Investor’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	$1.5M	Sell	7,603 -103	-1%	-$19.9K	0.15%	123
2026 Q1	$1.47M	Sell	7,706 -787	-9%	-$147K	0.2%	94
2025 Q4	$1.51M	Buy	8,493 +99	+1%	+$17.3K	0.29%	60
2025 Q3	$1.47M	Sell	8,394 -337	-4%	-$57.3K	0.31%	57
2025 Q2	$1.44M	Sell	8,731 -638	-7%	-$101K	0.34%	53
2025 Q1	$1.5M	Sell	9,369 -2,372	-20%	-$388K	0.42%	40
2024 Q4	$1.9M	Sell	11,741 -291	-2%	-$49.1K	0.54%	32
2024 Q3	$2.02M	Buy	12,032 +3,673	+44%	+$584K	0.75%	19
2024 Q2	$1.26M	Buy	+8,359	New	+$1.27M	0.64%	24

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

Seeds Investor's VOE Position: Q2 2026 in Review

Seeds Investor reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.3% in Q2 2026, selling an estimated $19.9K and leaving 7,603 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #123.

Seeds Investor first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.02M in Q3 2024. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Seeds Investor held 7,603 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.5M as of Q2 2026.
Seeds Investor sold 103 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $19.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.15% of Seeds Investor's portfolio in Q2 2026, its #123 holding.
Seeds Investor first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Seeds Investor's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.02M in Q3 2024.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.