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Sound View Wealth Advisors Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sound View Wealth Advisors Group’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 		$2.35M Buy
11,887
+7
+0.1% +$1.35K 0.15% 126
2026
Q1 		$2.19M Sell
11,880
-497
-4% -$92.8K 0.15% 125
2025
Q4 		$2.2M Sell
12,377
-646
-5% -$113K 0.15% 123
2025
Q3 		$2.27M Sell
13,023
-275
-2% -$46.8K 0.16% 125
2025
Q2 		$2.19M Sell
13,298
-1,319
-9% -$209K 0.16% 120
2025
Q1 		$2.35M Sell
14,617
-2,322
-14% -$380K 0.19% 110
2024
Q4 		$2.74M Sell
16,939
-1,019
-6% -$172K 0.22% 96
2024
Q3 		$3.01M Buy
17,958
+7,247
+68% +$1.15M 0.25% 93
2024
Q2 		$1.61M Sell
10,711
-3,131
-23% -$475K 0.17% 126
2024
Q1 		$2.16M Sell
13,842
-6,656
-32% -$977K 0.23% 103
2023
Q4 		$2.97M Buy
20,498
+1,866
+10% +$251K 0.33% 77
2023
Q3 		$2.44M Buy
18,632
+1,805
+11% +$250K 0.3% 82
2023
Q2 		$2.33M Buy
16,827
+579
+4% +$77.2K 0.31% 79
2023
Q1 		$2.18M Sell
16,248
-4,250
-21% -$590K 0.3% 80
2022
Q4 		$2.97M Buy
20,498
+16,192
+376% +$2.17M 0.33% 77
2022
Q3 		$524K Buy
4,306
+123
+3% +$16.7K 0.12% 156
2022
Q2 		$542K Buy
+4,183
New +$592K 0.11% 158

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

Sound View Wealth Advisors Group's VOE Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.06% in Q2 2026, buying an estimated $1.35K and bringing the position to 11,887 shares worth $2.35M. The position accounts for 0.15% of the portfolio, ranked #126.

Sound View Wealth Advisors Group first reported a position in VOE in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.01M in Q3 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Sound View Wealth Advisors Group held 11,887 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.35M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 7 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.35K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.15% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #126 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $3.01M in Q3 2024.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.