Sendero Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sendero Wealth Management’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	$1.48M	Buy	7,474 +29	+0.4%	+$5.61K	0.15%	97
2026 Q1	$1.37M	Sell	7,445 -1,813	-20%	-$339K	0.15%	85
2025 Q4	$1.64M	Buy	+9,258	New	+$1.62M	0.18%	75

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

Sendero Wealth Management's VOE Position: Q2 2026 in Review

Sendero Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.39% in Q2 2026, buying an estimated $5.61K and bringing the position to 7,474 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #97.

Sendero Wealth Management first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.64M in Q4 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Sendero Wealth Management held 7,474 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.48M as of Q2 2026.
Sendero Wealth Management bought 29 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.61K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.15% of Sendero Wealth Management's portfolio in Q2 2026, its #97 holding.
Sendero Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
Sendero Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.64M in Q4 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.