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

True Wealth Design’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 		– Sell
-668
Closed -$123K – 2902
2026
Q1 		$123K Buy
+668
New +$125K 0.03% 168
2023
Q4 		– Sell
-44
Closed -$5.76K – 811
2023
Q3 		$5.76K Buy
+44
New +$6.09K ﹤0.01% 227

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

True Wealth Design's VOE Position: Q2 2026 in Review

True Wealth Design sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 668 shares — an estimated $123K sold.

True Wealth Design first reported a position in VOE in Q3 2023 and held it in 2 quarters. The position peaked at $123K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • True Wealth Design reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 668 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $123K.
  • True Wealth Design first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • True Wealth Design's Vanguard Morningstar Mid-Cap Value ETF position peaked at $123K in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.