Signal Advisors Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Signal Advisors Wealth’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	$976K	Buy	4,940 +1,145	+30%	+$222K	0.05%	283
2026 Q1	$699K	Buy	3,795 +2,242	+144%	+$419K	0.05%	312
2025 Q4	$275K	Buy	+1,553	New	+$272K	0.02%	419
2025 Q2	–	Sell	-1,570	Closed	-$252K	–	545
2025 Q1	$252K	Buy	+1,570	New	+$257K	0.02%	389

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

Signal Advisors Wealth's VOE Position: Q2 2026 in Review

Signal Advisors Wealth increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 30% in Q2 2026, buying an estimated $222K and bringing the position to 4,940 shares worth $976K. The position accounts for 0.05% of the portfolio, ranked #283.

Signal Advisors Wealth first reported a position in VOE in Q1 2025 and has held it in 4 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Signal Advisors Wealth held 4,940 shares of Vanguard Morningstar Mid-Cap Value ETF worth $976K as of Q2 2026.
Signal Advisors Wealth bought 1,145 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $222K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Signal Advisors Wealth's portfolio in Q2 2026, its #283 holding.
Signal Advisors Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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