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

SkyOak 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 		$353K Hold
1,786
– – 0.06% 162
2026
Q1 		$329K Hold
1,786
– – 0.06% 166
2025
Q4 		$317K Hold
1,786
– – 0.06% 173
2025
Q3 		$312K Hold
1,786
– – 0.06% 181
2025
Q2 		$294K Hold
1,786
– – 0.06% 178
2025
Q1 		$287K Buy
1,786
+4
+0.2% +$654 0.06% 177
2024
Q4 		$288K Hold
1,782
– – 0.06% 180
2024
Q3 		$299K Sell
1,782
-67
-4% -$10.7K 0.07% 168
2024
Q2 		$278K Sell
1,849
-164
-8% -$24.9K 0.06% 187
2024
Q1 		$314K Sell
2,013
-954
-32% -$140K 0.08% 180
2023
Q4 		$430K Sell
2,967
-213
-7% -$28.6K 0.11% 133
2023
Q3 		$416K Sell
3,180
-300
-9% -$41.6K 0.12% 124
2023
Q2 		$482K Sell
3,480
-821
-19% -$109K 0.14% 127
2023
Q1 		$577K Sell
4,301
-813
-16% -$113K 0.18% 105
2022
Q4 		$692K Sell
5,114
-1,396
-21% -$187K 0.23% 92
2022
Q3 		$793K Sell
6,510
-17,406
-73% -$2.36M 0.28% 80
2022
Q2 		$3.1M Buy
23,916
+2,364
+11% +$334K 1.06% 29
2022
Q1 		$3.23M Buy
21,552
+1,486
+7% +$219K 0.9% 34
2021
Q4 		$3.02M Buy
20,066
+2,608
+15% +$383K 0.77% 37
2021
Q3 		$2.44M Buy
17,458
+267
+2% +$37.9K 0.66% 44
2021
Q2 		$2.42M Buy
17,191
+2,507
+17% +$354K 0.65% 44
2021
Q1 		$2.06M Buy
14,684
+434
+3% +$55.6K 0.57% 46
2020
Q4 		$1.7M Buy
14,250
+1,338
+10% +$150K 0.53% 60
2020
Q3 		$1.31M Buy
12,912
+3,109
+32% +$315K 0.47% 66
2020
Q2 		$938K Buy
9,803
+7,197
+276% +$660K 0.35% 74
2020
Q1 		$212K Buy
+2,606
New +$281K 0.11% 186

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

SkyOak Wealth's VOE Position: Q2 2026 in Review

SkyOak Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,786 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #162.

SkyOak Wealth first reported a position in VOE in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.23M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • SkyOak Wealth held 1,786 shares of Vanguard Morningstar Mid-Cap Value ETF worth $353K as of Q2 2026.
  • SkyOak Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of SkyOak Wealth's portfolio in Q2 2026, its #162 holding.
  • SkyOak Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • SkyOak Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $3.23M in Q1 2022.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.