Sittner & Nelson’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sittner & Nelson’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	$4.94K	Hold	25	–	–	﹤0.01%	490
2026 Q1	$4.61K	Hold	25	–	–	﹤0.01%	478
2025 Q4	$4.78K	Buy	+25	New	+$4.38K	﹤0.01%	440
2024 Q2	–	Sell	-22	Closed	-$3.43K	–	499
2024 Q1	$3.43K	Buy	+22	New	+$3.23K	﹤0.01%	412

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

Sittner & Nelson's VOE Position: Q2 2026 in Review

Sittner & Nelson held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 25 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Sittner & Nelson first reported a position in VOE in Q1 2024 and has held it in 4 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Sittner & Nelson held 25 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.94K as of Q2 2026.
Sittner & Nelson left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #490 holding.
Sittner & Nelson first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 4 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.