Transamerica Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Transamerica Financial Advisors’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	$134K	Buy	+680	New	+$132K	0.01%	507
2023 Q4	–	Sell	-72	Closed	-$10K	–	658
2023 Q3	$10K	Buy	+72	New	+$9.97K	﹤0.01%	332
2022 Q3	–	Sell	-8	Closed	-$2K	–	684
2022 Q2	$2K	Buy	+8	New	+$1.13K	﹤0.01%	400
2019 Q3	–	Sell	-29	Closed	-$4K	–	511
2019 Q2	$4K	Buy	+29	New	+$3.18K	﹤0.01%	355
2019 Q1	–	Sell	-30	Closed	-$3K	–	447
2018 Q4	$3K	Buy	+30	New	+$3.15K	﹤0.01%	341
2015 Q2	–	Sell	-217	Closed	-$20K	–	936
2015 Q1	$20K	Buy	+217	New	+$19.6K	﹤0.01%	546

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

Transamerica Financial Advisors's VOE Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 680 shares worth $134K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in VOE as recently as Q3 2023.

Transamerica Financial Advisors first reported a position in VOE in Q1 2015 and has held it in 6 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Transamerica Financial Advisors held 680 shares of Vanguard Morningstar Mid-Cap Value ETF worth $134K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Transamerica Financial Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #507 holding.
Transamerica Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2015 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 Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.