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Sharper & Granite’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sharper & Granite’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 		$8.63M Sell
43,677
-2,576
-6% -$498K 2.67% 8
2026
Q1 		$8.52M Buy
46,253
+1,103
+2% +$206K 2.91% 6
2025
Q4 		$8.01M Buy
45,150
+815
+2% +$143K 2.82% 5
2025
Q3 		$7.74M Buy
44,335
+2,138
+5% +$364K 2.77% 5
2025
Q2 		$7.05M Buy
42,197
+1,401
+3% +$222K 2.68% 6
2025
Q1 		$6.55M Buy
40,796
+3,030
+8% +$495K 2.71% 9
2024
Q4 		$6.11M Buy
37,766
+381
+1% +$64.3K 2.69% 9
2024
Q3 		$6.27M Buy
37,385
+395
+1% +$62.8K 2.8% 9
2024
Q2 		$5.56M Buy
36,990
+2,687
+8% +$408K 2.65% 11
2024
Q1 		$5.26M Buy
34,303
+344
+1% +$50.5K 2.54% 11
2023
Q4 		$4.92M Sell
33,959
-1,465
-4% -$197K 2.55% 11
2023
Q3 		$4.64M Buy
35,424
+1,050
+3% +$145K 2.69% 11
2023
Q2 		$4.76M Buy
34,374
+1,137
+3% +$152K 2.74% 10
2023
Q1 		$4.46M Buy
33,237
+2,480
+8% +$344K 2.67% 11
2022
Q4 		$4.16M Buy
+30,757
New +$4.13M 2.77% 8

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

Sharper & Granite's VOE Position: Q2 2026 in Review

Sharper & Granite reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.6% in Q2 2026, selling an estimated $498K and leaving 43,677 shares worth $8.63M. The position accounts for 2.67% of the portfolio, ranked #8.

Sharper & Granite first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Sharper & Granite held 43,677 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.63M as of Q2 2026.
  • Sharper & Granite sold 2,576 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $498K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.67% of Sharper & Granite's portfolio in Q2 2026, its #8 holding.
  • Sharper & Granite first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.