Towerpoint Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Towerpoint 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	$327K	Hold	1,655	–	–	0.11%	87
2026 Q1	$305K	Sell	1,655 -176	-10%	-$32.9K	0.12%	74
2025 Q4	$325K	Sell	1,831 -18	-1%	-$3.15K	0.13%	70
2025 Q3	$323K	Sell	1,849 -60	-3%	-$10.2K	0.13%	71
2025 Q2	$314K	Hold	1,909	–	–	0.14%	71
2025 Q1	$306K	Hold	1,909	–	–	0.15%	65
2024 Q4	$309K	Hold	1,909	–	–	0.15%	61
2024 Q3	$320K	Sell	1,909 -13	-0.7%	-$2.07K	0.15%	64
2024 Q2	$289K	Sell	1,922 -32	-2%	-$4.86K	0.14%	63
2024 Q1	$305K	Hold	1,954	–	–	0.15%	65
2023 Q4	$283K	Hold	1,954	–	–	0.15%	64
2023 Q3	$256K	Hold	1,954	–	–	0.15%	65
2023 Q2	$270K	Buy	+1,954	New	+$260K	0.15%	69
2019 Q4	–	Sell	-1,127	Closed	-$127K	–	84
2019 Q3	$127K	Buy	+1,127	New	+$125K	0.09%	52

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

Towerpoint Wealth's VOE Position: Q2 2026 in Review

Towerpoint Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,655 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #87.

Towerpoint Wealth first reported a position in VOE in Q3 2019 and has held it in 14 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Towerpoint Wealth held 1,655 shares of Vanguard Morningstar Mid-Cap Value ETF worth $327K as of Q2 2026.
Towerpoint Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Towerpoint Wealth's portfolio in Q2 2026, its #87 holding.
Towerpoint Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and has held it in 14 quarters since.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.