Stage Harbor Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Stage Harbor Financial’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	$4.02M	Sell	20,323 -77	-0.4%	-$14.9K	2.32%	14
2026 Q1	$3.76M	Sell	20,400 -32	-0.2%	-$5.98K	2.49%	14
2025 Q4	$3.62M	Sell	20,432 -106	-0.5%	-$18.6K	2.44%	14
2025 Q3	$3.59M	Sell	20,538 -90	-0.4%	-$15.3K	2.62%	12
2025 Q2	$3.39M	Buy	20,628 +136	+0.7%	+$21.5K	2.76%	11
2025 Q1	$3.29M	Hold	20,492	–	–	2.79%	12
2024 Q4	$3.32M	Hold	20,492	–	–	2.88%	12
2024 Q3	$3.43M	Sell	20,492 -36	-0.2%	-$5.72K	3.12%	12
2024 Q2	$3.09M	Hold	20,528	–	–	2.98%	12
2024 Q1	$3.2M	Hold	20,528	–	–	2.91%	14
2023 Q4	$2.98M	Buy	+20,528	New	+$2.76M	2.87%	14

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

Stage Harbor Financial's VOE Position: Q2 2026 in Review

Stage Harbor Financial reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.38% in Q2 2026, selling an estimated $14.9K and leaving 20,323 shares worth $4.02M. The position accounts for 2.32% of the portfolio, ranked #14.

Stage Harbor Financial first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Stage Harbor Financial held 20,323 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.02M as of Q2 2026.
Stage Harbor Financial sold 77 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $14.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 2.32% of Stage Harbor Financial's portfolio in Q2 2026, its #14 holding.
Stage Harbor Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.