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

Total Clarity 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	Buy	+1,018	New	+$197K	0.04%	353
2022 Q3	–	Sell	-18	Closed	-$2K	–	958
2022 Q2	$2K	Buy	+18	New	+$2.55K	﹤0.01%	945
2022 Q1	–	Sell	-18	Closed	-$3K	–	898
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	893
2021 Q3	$3K	Buy	+18	New	+$2.56K	﹤0.01%	904
2021 Q2	–	Sell	-18	Closed	-$2K	–	731
2021 Q1	$2K	Buy	+18	New	+$2.31K	﹤0.01%	790
2020 Q1	–	Sell	-18	Closed	-$2K	–	609
2019 Q4	$2K	Buy	+18	New	+$2.07K	﹤0.01%	662

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

Total Clarity Wealth Management's VOE Position: Q2 2026 in Review

Total Clarity Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,018 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #353 among its holdings. This is a return to the name: Total Clarity Wealth Management previously reported a position in VOE as recently as Q2 2022.

Total Clarity Wealth Management first reported a position in VOE in Q4 2019 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Total Clarity Wealth Management held 1,018 shares of Vanguard Morningstar Mid-Cap Value ETF worth $201K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Total Clarity Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Total Clarity Wealth Management's portfolio in Q2 2026, its #353 holding.
Total Clarity Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 6 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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