Successful Portfolios’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Successful Portfolios’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	$215K	Buy	+1,075	New	+$208K	0.1%	182
2023 Q2	–	Sell	-1,666	Closed	-$223K	–	193
2023 Q1	$223K	Hold	1,666	–	–	0.14%	165
2022 Q4	$225K	Buy	+1,666	New	+$224K	0.15%	162

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

Successful Portfolios's VOE Position: Q2 2026 in Review

Successful Portfolios opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,075 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #182 among its holdings. This is a return to the name: Successful Portfolios previously reported a position in VOE as recently as Q1 2023.

Successful Portfolios first reported a position in VOE in Q4 2022 and has held it in 3 quarters since. The position peaked at $225K in Q4 2022. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Successful Portfolios held 1,075 shares of Vanguard Morningstar Mid-Cap Value ETF worth $215K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Successful Portfolios position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Successful Portfolios's portfolio in Q2 2026, its #182 holding.
Successful Portfolios first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 3 quarters since.
Successful Portfolios's Vanguard Morningstar Mid-Cap Value ETF position peaked at $225K in Q4 2022.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.