Strategic Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Strategic Wealth Partners’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	$790	Sell	4 -8	-67%	-$1.55K	﹤0.01%	1300
2026 Q1	$2.21K	Hold	12	–	–	﹤0.01%	1157
2025 Q4	$2.13K	Buy	12 +8	+200%	+$1.4K	﹤0.01%	1192
2025 Q3	$698	Hold	4	–	–	﹤0.01%	1237
2025 Q2	$658	Buy	+4	New	+$633	﹤0.01%	1070

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

Strategic Wealth Partners's VOE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 67% in Q2 2026, selling an estimated $1.55K and leaving 4 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Strategic Wealth Partners first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.21K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Strategic Wealth Partners held 4 shares of Vanguard Morningstar Mid-Cap Value ETF worth $790 as of Q2 2026.
Strategic Wealth Partners sold 8 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.55K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1300 holding.
Strategic Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.21K in Q1 2026.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.