Tanager Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Tanager Wealth Management’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	$201K	Sell	1,019 -308	-23%	-$59.6K	0.02%	157
2026 Q1	$245K	Buy	+1,327	New	+$248K	0.02%	127

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

Tanager Wealth Management's VOE Position: Q2 2026 in Review

Tanager Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 23% in Q2 2026, selling an estimated $59.6K and leaving 1,019 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #157.

Tanager Wealth Management first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. The position peaked at $245K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Tanager Wealth Management held 1,019 shares of Vanguard Morningstar Mid-Cap Value ETF worth $201K as of Q2 2026.
Tanager Wealth Management sold 308 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $59.6K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Tanager Wealth Management's portfolio in Q2 2026, its #157 holding.
Tanager Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
Tanager Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $245K in Q1 2026.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.