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Sowell Financial Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Sowell Financial Services’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 		$1.55M Buy
7,855
+254
+3% +$49.1K 0.05% 363
2026
Q1 		$1.4M Buy
7,601
+1,030
+16% +$192K 0.05% 378
2025
Q4 		$1.17M Buy
6,571
+140
+2% +$24.5K 0.04% 400
2025
Q3 		$1.12M Sell
6,431
-50
-0.8% -$8.51K 0.04% 395
2025
Q2 		$1.07M Sell
6,481
-27
-0.4% -$4.28K 0.04% 394
2025
Q1 		$1.04M Buy
+6,508
New +$1.06M 0.05% 372
2023
Q2 		– Sell
-2,872
Closed -$385K – 831
2023
Q1 		$385K Buy
+2,872
New +$398K 0.03% 502
2021
Q2 		– Sell
-836
Closed -$120K – 2675
2021
Q1 		$120K Buy
836
+479
+134% +$61.3K ﹤0.01% 1284
2020
Q4 		$42K Buy
357
+74
+26% +$8.29K ﹤0.01% 1465
2020
Q3 		$29K Buy
283
+18
+7% +$1.82K ﹤0.01% 1405
2020
Q2 		$25K Buy
265
+20
+8% +$1.83K ﹤0.01% 1396
2020
Q1 		$20K Sell
245
-1,573
-87% -$169K ﹤0.01% 1402
2019
Q4 		$217K Buy
1,818
+712
+64% +$82K 0.02% 683
2019
Q3 		$125K Buy
+1,106
New +$123K 0.01% 775
2019
Q1 		$247K Buy
2,285
+63
+3% +$6.62K 0.03% 491
2018
Q4 		$212K Buy
+2,222
New +$233K 0.03% 451

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

Sowell Financial Services's VOE Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.3% in Q2 2026, buying an estimated $49.1K and bringing the position to 7,855 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #363.

Sowell Financial Services first reported a position in VOE in Q4 2018 and has held it in 16 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Sowell Financial Services held 7,855 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.55M as of Q2 2026.
  • Sowell Financial Services bought 254 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $49.1K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #363 holding.
  • Sowell Financial Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2018 and has held it in 16 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.