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Taylor & Morgan Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Taylor & Morgan 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 		$6M Sell
30,349
-708
-2% -$137K 2.96% 7
2026
Q1 		$5.72M Sell
31,057
-839
-3% -$157K 3.27% 6
2025
Q4 		$5.66M Sell
31,896
-740
-2% -$130K 3.17% 6
2025
Q3 		$5.7M Sell
32,636
-226
-0.7% -$38.5K 3.5% 7
2025
Q2 		$5.4M Sell
32,862
-120
-0.4% -$19K 3.65% 7
2025
Q1 		$5.29M Sell
32,982
-698
-2% -$114K 3.99% 6
2024
Q4 		$5.45M Sell
33,680
-3,308
-9% -$558K 3.83% 6
2024
Q3 		$6.2M Sell
36,988
-369
-1% -$58.7K 4.16% 7
2024
Q2 		$5.62M Sell
37,357
-1,511
-4% -$229K 3.97% 8
2024
Q1 		$6.06M Sell
38,868
-2,383
-6% -$350K 4.45% 6
2023
Q4 		$5.98M Sell
41,251
-1,812
-4% -$243K 4.76% 7
2023
Q3 		$5.64M Sell
43,063
-778
-2% -$108K 5.08% 6
2023
Q2 		$6.07M Sell
43,841
-6,905
-14% -$920K 4.98% 7
2023
Q1 		$6.8M Buy
50,746
+264
+0.5% +$36.6K 5.92% 5
2022
Q4 		$6.83M Sell
50,482
-119
-0.2% -$16K 6.43% 5
2022
Q3 		$6.16M Sell
50,601
-267
-0.5% -$36.1K 6.13% 5
2022
Q2 		$6.59M Buy
50,868
+3,108
+7% +$440K 6.25% 5
2022
Q1 		$7.15M Buy
47,760
+3,506
+8% +$516K 5.85% 5
2021
Q4 		$6.65M Buy
+44,254
New +$6.5M 5.38% 5

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Taylor & Morgan Wealth Management's VOE Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.3% in Q2 2026, selling an estimated $137K and leaving 30,349 shares worth $6M. The position accounts for 2.96% of the portfolio, ranked #7.

Taylor & Morgan Wealth Management first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.15M in Q1 2022. 582 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Taylor & Morgan Wealth Management held 30,349 shares of Vanguard Morningstar Mid-Cap Value ETF worth $6M as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 708 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.96% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $7.15M in Q1 2022.
  • 582 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.