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

Simplicity 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	$362K	Sell	1,832 -139	-7%	-$26.9K	0.01%	762
2026 Q1	$363K	Buy	+1,971	New	+$368K	0.02%	538
2025 Q4	–	Sell	-2,470	Closed	-$431K	–	780
2025 Q3	$431K	Sell	2,470 -3,922	-61%	-$667K	0.03%	479
2025 Q2	$1.05M	Buy	6,392 +5,108	+398%	+$809K	0.04%	322
2025 Q1	$206K	Buy	1,284 +3	+0.2%	+$490	0.02%	522
2024 Q4	$207K	Buy	+1,281	New	+$216K	0.04%	307
2024 Q3	–	Sell	-55,197	Closed	-$8.3M	–	1191
2024 Q2	$8.3M	Sell	55,197 -700	-1%	-$106K	0.19%	105
2024 Q1	$8.71M	Buy	+55,897	New	+$8.21M	0.21%	95

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

Simplicity Wealth's VOE Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.1% in Q2 2026, selling an estimated $26.9K and leaving 1,832 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #762.

Simplicity Wealth first reported a position in VOE in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.71M in Q1 2024. 1,241 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Simplicity Wealth held 1,832 shares of Vanguard Morningstar Mid-Cap Value ETF worth $362K as of Q2 2026.
Simplicity Wealth sold 139 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $26.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #762 holding.
Simplicity Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $8.71M in Q1 2024.
1,241 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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