Spartan Wealth Advisory Services LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Spartan Wealth Advisory Services LLC’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	$9.79M	Buy	49,555 +889	+2%	+$172K	0.8%	33
2026 Q1	$8.97M	Buy	+48,666	New	+$9.09M	0.78%	32

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

Spartan Wealth Advisory Services LLC's VOE Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.8% in Q2 2026, buying an estimated $172K and bringing the position to 49,555 shares worth $9.79M. The position accounts for 0.8% of the portfolio, ranked #33.

Spartan Wealth Advisory Services LLC first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. 1,234 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Spartan Wealth Advisory Services LLC held 49,555 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.79M as of Q2 2026.
Spartan Wealth Advisory Services LLC bought 889 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $172K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.8% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #33 holding.
Spartan Wealth Advisory Services LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
1,234 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.