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

Three Arch 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	$1.58M	Sell	8,005 -26	-0.3%	-$5.03K	0.24%	34
2026 Q1	$1.48M	Hold	8,031	–	–	0.27%	32
2025 Q4	$1.42M	Buy	+8,031	New	+$1.41M	0.27%	34

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

Three Arch Wealth Management's VOE Position: Q2 2026 in Review

Three Arch Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.32% in Q2 2026, selling an estimated $5.03K and leaving 8,005 shares worth $1.58M. The position accounts for 0.24% of the portfolio, ranked #34.

Three Arch Wealth Management first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Three Arch Wealth Management held 8,005 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.58M as of Q2 2026.
Three Arch Wealth Management sold 26 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.03K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.24% of Three Arch Wealth Management's portfolio in Q2 2026, its #34 holding.
Three Arch Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.