Tactive Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Tactive Advisors’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	$587K	Buy	2,972 +59	+2%	+$11.4K	0.14%	129
2026 Q1	$537K	Sell	2,913 -220	-7%	-$41.1K	0.15%	133
2025 Q4	$556K	Sell	3,133 -1,171	-27%	-$205K	0.16%	133
2025 Q3	$751K	Sell	4,304 -122	-3%	-$20.8K	0.21%	110
2025 Q2	$728K	Buy	+4,426	New	+$701K	0.24%	95
2023 Q1	–	Sell	-46,065	Closed	-$6.23M	–	71
2022 Q4	$6.23M	Buy	+46,065	New	+$6.18M	4.07%	6

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

Tactive Advisors's VOE Position: Q2 2026 in Review

Tactive Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,972 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #129.

Tactive Advisors first reported a position in VOE in Q4 2022 and has held it in 6 quarters since. The position peaked at $6.23M in Q4 2022. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Tactive Advisors held 2,972 shares of Vanguard Morningstar Mid-Cap Value ETF worth $587K as of Q2 2026.
Tactive Advisors bought 59 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $11.4K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of Tactive Advisors's portfolio in Q2 2026, its #129 holding.
Tactive Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 6 quarters since.
Tactive Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.23M in Q4 2022.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.