Smartleaf Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Smartleaf Asset 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	$206K	Hold	1,037	–	–	0.01%	813
2026 Q1	$188K	Sell	1,037 -83	-7%	-$15.5K	0.01%	808
2025 Q4	$200K	Buy	1,120 +27	+2%	+$4.72K	0.01%	799
2025 Q3	$190K	Sell	1,093 -130	-11%	-$22.1K	0.01%	751
2025 Q2	$201K	Sell	1,223 -3,126	-72%	-$495K	0.02%	576
2025 Q1	$692K	Buy	4,349 +3,450	+384%	+$564K	0.07%	292
2024 Q4	$145K	Buy	899 +123	+16%	+$20.7K	0.01%	663
2024 Q3	$130K	Hold	776	–	–	0.02%	629
2024 Q2	$116K	Sell	776 -1,215	-61%	-$184K	0.02%	533
2024 Q1	$309K	Buy	1,991 +293	+17%	+$43K	0.06%	275
2023 Q4	$240K	Buy	+1,698	New	+$228K	0.06%	292

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

Smartleaf Asset Management's VOE Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,037 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #813.

Smartleaf Asset Management first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $692K in Q1 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Smartleaf Asset Management held 1,037 shares of Vanguard Morningstar Mid-Cap Value ETF worth $206K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #813 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $692K in Q1 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.