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

Smallwood Wealth Investment 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 		$8.92M Buy
45,164
+723
+2% +$140K 3.9% 5
2026
Q1 		$8.19M Sell
44,441
-159
-0.4% -$29.7K 4.32% 4
2025
Q4 		$7.91M Sell
44,600
-2,443
-5% -$428K 4.14% 4
2025
Q3 		$8.21M Buy
47,043
+1,646
+4% +$280K 4.18% 4
2025
Q2 		$7.47M Buy
45,397
+1,464
+3% +$232K 4.26% 4
2025
Q1 		$7.05M Buy
43,933
+1,264
+3% +$207K 4.44% 3
2024
Q4 		$6.9M Sell
42,669
-790
-2% -$133K 4.71% 4
2024
Q3 		$7.29M Buy
43,459
+1,237
+3% +$197K 5.2% 4
2024
Q2 		$6.35M Buy
42,222
+581
+1% +$88.2K 4.91% 4
2024
Q1 		$6.49M Buy
41,641
+181
+0.4% +$26.6K 5.03% 4
2023
Q4 		$6.01M Buy
41,460
+937
+2% +$126K 4.98% 4
2023
Q3 		$5.31M Buy
40,523
+642
+2% +$88.9K 4.83% 4
2023
Q2 		$5.52M Sell
39,881
-751
-2% -$100K 4.92% 4
2023
Q1 		$5.45M Sell
40,632
-64
-0.2% -$8.88K 5.16% 4
2022
Q4 		$5.5M Buy
40,696
+1,231
+3% +$165K 4.66% 4
2022
Q3 		$4.81M Buy
39,465
+1,935
+5% +$262K 4.32% 4
2022
Q2 		$4.86M Buy
37,530
+845
+2% +$120K 4.93% 3
2022
Q1 		$5.49M Buy
36,685
+820
+2% +$121K 5.19% 3
2021
Q4 		$5.39M Buy
+35,865
New +$5.27M 5.02% 5

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Smallwood Wealth Investment Management's VOE Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.6% in Q2 2026, buying an estimated $140K and bringing the position to 45,164 shares worth $8.92M. The position accounts for 3.9% of the portfolio, ranked #5.

Smallwood Wealth Investment Management first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 800 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Smallwood Wealth Investment Management held 45,164 shares of Vanguard Morningstar Mid-Cap Value ETF worth $8.92M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 723 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $140K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 3.9% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #5 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 800 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.