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

Tower View 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	$17.2K	Hold	87	–	–	0.01%	138
2026 Q1	$16K	Hold	87	–	–	0.01%	134
2025 Q4	$15.4K	Buy	+87	New	+$15.2K	0.01%	118
2025 Q1	–	Sell	-47	Closed	-$7.66K	–	211
2024 Q4	$7.66K	Hold	47	–	–	﹤0.01%	135
2024 Q3	$7.89K	Hold	47	–	–	﹤0.01%	145
2024 Q2	$7.01K	Hold	47	–	–	﹤0.01%	142
2024 Q1	$7.26K	Buy	47 +1	+2%	+$147	﹤0.01%	144
2023 Q4	$7K	Hold	46	–	–	﹤0.01%	140
2023 Q3	$6K	Hold	46	–	–	﹤0.01%	136
2023 Q2	$6K	Hold	46	–	–	﹤0.01%	140
2023 Q1	$6K	Hold	46	–	–	﹤0.01%	128
2022 Q4	$6K	Hold	46	–	–	﹤0.01%	135
2022 Q3	$6K	Hold	46	–	–	﹤0.01%	135
2022 Q2	$6K	Buy	+46	New	+$6.51K	﹤0.01%	135
2020 Q1	–	Sell	-36	Closed	-$4K	–	141
2019 Q4	$4K	Sell	36 -2	-5%	-$230	﹤0.01%	127
2019 Q3	$4K	Hold	38	–	–	﹤0.01%	123
2019 Q2	$4K	Buy	38 +1	+3%	+$110	﹤0.01%	120
2019 Q1	$4K	Hold	37	–	–	﹤0.01%	126
2018 Q4	$4K	Hold	37	–	–	﹤0.01%	123
2018 Q3	$4K	Hold	37	–	–	﹤0.01%	145
2018 Q2	$4K	Hold	37	–	–	﹤0.01%	134
2018 Q1	$4K	Buy	37 +1	+3%	+$112	﹤0.01%	128
2017 Q4	$4K	Buy	+36	New	+$3.9K	﹤0.01%	133

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

Tower View Wealth Management's VOE Position: Q2 2026 in Review

Tower View Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 87 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #138.

Tower View Wealth Management first reported a position in VOE in Q4 2017 and has held it in 23 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Tower View Wealth Management held 87 shares of Vanguard Morningstar Mid-Cap Value ETF worth $17.2K as of Q2 2026.
Tower View Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #138 holding.
Tower View Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 23 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.