Silver Lake Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Silver Lake Advisory’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	$2.36M	Buy	11,963 +39	+0.3%	+$7.54K	0.84%	43
2026 Q1	$2.2M	Buy	+11,924	New	+$2.23M	0.87%	41
2023 Q2	–	Sell	-4,559	Closed	-$611K	–	96
2023 Q1	$611K	Buy	+4,559	New	+$632K	0.34%	58
2022 Q4	–	Sell	-3,842	Closed	-$468K	–	92
2022 Q3	$468K	Buy	3,842 +50	+1%	+$6.77K	0.27%	66
2022 Q2	$491K	Sell	3,792 -27	-0.7%	-$3.82K	0.27%	66
2022 Q1	$572K	Buy	3,819 +1,347	+54%	+$198K	0.27%	67
2021 Q4	$372K	Buy	+2,472	New	+$363K	0.17%	90

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

Silver Lake Advisory's VOE Position: Q2 2026 in Review

Silver Lake Advisory increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.33% in Q2 2026, buying an estimated $7.54K and bringing the position to 11,963 shares worth $2.36M. The position accounts for 0.84% of the portfolio, ranked #43.

Silver Lake Advisory first reported a position in VOE in Q4 2021 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Silver Lake Advisory held 11,963 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.36M as of Q2 2026.
Silver Lake Advisory bought 39 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $7.54K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.84% of Silver Lake Advisory's portfolio in Q2 2026, its #43 holding.
Silver Lake Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 7 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.