TD Private Client Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

TD Private Client Wealth’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	$1.04M	Sell	5,279 -679	-11%	-$131K	0.02%	361
2026 Q1	$1.1M	Buy	5,958 +2,211	+59%	+$413K	0.02%	350
2025 Q4	$665K	Sell	3,747 -398	-10%	-$69.7K	0.01%	421
2025 Q3	$724K	Sell	4,145 -115	-3%	-$19.6K	0.02%	418
2025 Q2	$701K	Buy	4,260 +357	+9%	+$56.5K	0.02%	423
2025 Q1	$627K	Sell	3,903 -786	-17%	-$129K	0.02%	410
2024 Q4	$758K	Sell	4,689 -1,300	-22%	-$219K	0.02%	395
2024 Q3	$1M	Sell	5,989 -179	-3%	-$28.5K	0.03%	363
2024 Q2	$928K	Sell	6,168 -335	-5%	-$50.8K	0.03%	359
2024 Q1	$1.01M	Sell	6,503 -176	-3%	-$25.8K	0.03%	345
2023 Q4	$968K	Sell	6,679 -640	-9%	-$86K	0.04%	335
2023 Q3	$958K	Sell	7,319 -101	-1%	-$14K	0.04%	322
2023 Q2	$1.03M	Sell	7,420 -1,913	-20%	-$255K	0.04%	329
2023 Q1	$1.25M	Buy	9,333 +198	+2%	+$27.5K	0.06%	290
2022 Q4	$1.24M	Sell	9,135 -543	-6%	-$72.8K	0.06%	289
2022 Q3	$1.18M	Sell	9,678 -1,949	-17%	-$264K	0.06%	279
2022 Q2	$1.51M	Buy	11,627 +66	+0.6%	+$9.34K	0.07%	249
2022 Q1	$1.73M	Sell	11,561 -8,259	-42%	-$1.21M	0.07%	255
2021 Q4	$2.98M	Sell	19,820 -144	-0.7%	-$21.1K	0.12%	173
2021 Q3	$2.79M	Sell	19,964 -383	-2%	-$54.4K	0.12%	177
2021 Q2	$2.86M	Sell	20,347 -1,121	-5%	-$158K	0.12%	181
2021 Q1	$2.9M	Sell	21,468 -435	-2%	-$55.7K	0.14%	170
2020 Q4	$2.61M	Sell	21,903 -1,783	-8%	-$200K	0.13%	168
2020 Q3	$2.4M	Sell	23,686 -353	-1%	-$35.8K	0.13%	167
2020 Q2	$2.3M	Sell	24,039 -142	-0.6%	-$13K	0.13%	167
2020 Q1	$1.97M	Buy	24,181 +4,962	+26%	+$534K	0.14%	150
2019 Q4	$2.29M	Buy	+19,219	New	+$2.21M	0.14%	158

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

TD Private Client Wealth's VOE Position: Q2 2026 in Review

TD Private Client Wealth reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 11% in Q2 2026, selling an estimated $131K and leaving 5,279 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #361.

TD Private Client Wealth first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.98M in Q4 2021. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

TD Private Client Wealth held 5,279 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.04M as of Q2 2026.
TD Private Client Wealth sold 679 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $131K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #361 holding.
TD Private Client Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.98M in Q4 2021.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.