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TAGStone Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

TAGStone Capital’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 		$5.77M Sell
29,208
-893
-3% -$173K 1.83% 14
2026
Q1 		$5.55M Buy
30,101
+74
+0.2% +$13.8K 1.96% 15
2025
Q4 		$5.33M Buy
30,027
+678
+2% +$119K 1.98% 13
2025
Q3 		$5.15M Buy
29,349
+171
+0.6% +$29.1K 2.04% 14
2025
Q2 		$4.9M Buy
29,178
+1,468
+5% +$232K 2.02% 14
2025
Q1 		$4.45M Buy
27,710
+325
+1% +$53.1K 2.19% 13
2024
Q4 		$4.43M Buy
27,385
+850
+3% +$143K 2.18% 12
2024
Q3 		$4.45M Buy
26,535
+858
+3% +$136K 2.27% 13
2024
Q2 		$3.89M Buy
25,677
+326
+1% +$49.5K 2.2% 12
2024
Q1 		$3.95M Buy
25,351
+2,749
+12% +$404K 2.31% 13
2023
Q4 		$3.28M Buy
22,602
+1,072
+5% +$144K 2.14% 17
2023
Q3 		$2.82M Buy
21,530
+504
+2% +$69.8K 2.07% 16
2023
Q2 		$2.91M Sell
21,026
-313
-1% -$41.7K 2.1% 15
2023
Q1 		$2.86M Buy
21,339
+386
+2% +$53.5K 2.14% 16
2022
Q4 		$2.83M Buy
20,953
+93
+0.4% +$12.5K 2.34% 14
2022
Q3 		$2.54M Buy
20,860
+692
+3% +$93.7K 2.36% 18
2022
Q2 		$2.61M Buy
20,168
+1,201
+6% +$170K 2.49% 15
2022
Q1 		$2.84M Sell
18,967
-19
-0.1% -$2.79K 2.39% 14
2021
Q4 		$2.85M Buy
+18,986
New +$2.79M 2.37% 13

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TAGStone Capital's VOE Position: Q2 2026 in Review

TAGStone Capital reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3% in Q2 2026, selling an estimated $173K and leaving 29,208 shares worth $5.77M. The position accounts for 1.83% of the portfolio, ranked #14.

TAGStone Capital first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • TAGStone Capital held 29,208 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.77M as of Q2 2026.
  • TAGStone Capital sold 893 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $173K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1.83% of TAGStone Capital's portfolio in Q2 2026, its #14 holding.
  • TAGStone Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.