SWM
VOE icon

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

Silverlake 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 		$720K Buy
3,643
+96
+3% +$18.6K 0.14% 187
2026
Q1 		$654K Buy
3,547
+547
+18% +$102K 0.14% 168
2025
Q4 		$532K Buy
3,000
+16
+0.5% +$2.8K 0.12% 188
2025
Q3 		$521K Buy
2,984
+74
+3% +$12.6K 0.13% 178
2025
Q2 		$479K Sell
2,910
-3
-0.1% -$475 0.14% 174
2025
Q1 		$468K Buy
2,913
+361
+14% +$59K 0.18% 142
2024
Q4 		$413K Sell
2,552
-430
-14% -$72.5K 0.16% 155
2024
Q3 		$500K Buy
2,982
+113
+4% +$18K 0.19% 127
2024
Q2 		$432K Sell
2,869
-241
-8% -$36.6K 0.18% 144
2024
Q1 		$485K Buy
3,110
+88
+3% +$12.9K 0.25% 100
2023
Q4 		$438K Buy
3,022
+269
+10% +$36.1K 0.24% 108
2023
Q3 		$361K Buy
2,753
+142
+5% +$19.7K 0.2% 139
2023
Q2 		$361K Buy
2,611
+212
+9% +$28.3K 0.2% 132
2023
Q1 		$322K Buy
2,399
+800
+50% +$111K 0.2% 137
2022
Q4 		$216K Buy
+1,599
New +$215K 0.13% 183
2022
Q3 		– Sell
-1,556
Closed -$201K – 216
2022
Q2 		$201K Sell
1,556
-66
-4% -$9.34K 0.13% 190
2022
Q1 		$243K Buy
1,622
+6
+0.4% +$882 0.14% 177
2021
Q4 		$243K Buy
+1,616
New +$237K 0.13% 184

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

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

Silverlake Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.7% in Q2 2026, buying an estimated $18.6K and bringing the position to 3,643 shares worth $720K. The position accounts for 0.14% of the portfolio, ranked #187.

Silverlake Wealth Management first reported a position in VOE in Q4 2021 and has held it in 18 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Silverlake Wealth Management held 3,643 shares of Vanguard Morningstar Mid-Cap Value ETF worth $720K as of Q2 2026.
  • Silverlake Wealth Management bought 96 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of Silverlake Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Silverlake Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.