Sound Income Strategies’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sound Income Strategies’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	$3.78M	Buy	19,127 +3,734	+24%	+$722K	0.17%	130
2026 Q1	$2.84M	Buy	15,393 +2,574	+20%	+$481K	0.14%	132
2025 Q4	$2.38M	Buy	12,819 +12,547	+4,613%	+$2.2M	0.11%	134
2025 Q3	$47.1K	Hold	272	–	–	﹤0.01%	571
2025 Q2	$44.8K	Sell	272 -7	-3%	-$1.11K	﹤0.01%	552
2025 Q1	$44.8K	Buy	279 +121	+77%	+$19.8K	﹤0.01%	529
2024 Q4	$25.6K	Buy	158 +3	+2%	+$506	﹤0.01%	627
2024 Q3	$26K	Buy	155 +48	+45%	+$7.63K	﹤0.01%	584
2024 Q2	$16.1K	Sell	107 -144	-57%	-$21.9K	﹤0.01%	677
2024 Q1	$39.2K	Buy	251 +231	+1,155%	+$33.9K	﹤0.01%	461
2023 Q4	$2.88K	Hold	20	–	–	﹤0.01%	992
2023 Q3	$2.56K	Sell	20 -275	-93%	-$38.1K	﹤0.01%	861
2023 Q2	$40.8K	Buy	+295	New	+$39.3K	﹤0.01%	319
2022 Q3	–	Sell	-30	Closed	-$4K	–	984
2022 Q2	$4K	Buy	30 +5	+20%	+$707	﹤0.01%	632
2022 Q1	$4K	Sell	25 -35	-58%	-$5.15K	﹤0.01%	646
2021 Q4	$9K	Hold	60	–	–	﹤0.01%	494
2021 Q3	$8K	Hold	60	–	–	﹤0.01%	505
2021 Q2	$8K	Buy	60 +2	+3%	+$283	﹤0.01%	528
2021 Q1	$7.82K	Buy	58 +33	+132%	+$4.22K	﹤0.01%	545
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	687
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	633
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	658
2020 Q1	$2K	Buy	+25	New	+$2.69K	﹤0.01%	616

Other funds holding VOE

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sound Income Strategies's VOE Position: Q2 2026 in Review

Sound Income Strategies increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 24% in Q2 2026, buying an estimated $722K and bringing the position to 19,127 shares worth $3.78M. The position accounts for 0.17% of the portfolio, ranked #130.

Sound Income Strategies first reported a position in VOE in Q1 2020 and has held it in 23 quarters since. 1,034 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Sound Income Strategies held 19,127 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.78M as of Q2 2026.
Sound Income Strategies bought 3,734 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $722K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.17% of Sound Income Strategies's portfolio in Q2 2026, its #130 holding.
Sound Income Strategies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 23 quarters since.
1,034 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.