Truvestments Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Truvestments Capital’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	-1	Closed	-$184	–	1296
2026 Q1	$184	Buy	+1	New	+$187	﹤0.01%	1121
2023 Q3	–	Sell	-46	Closed	-$6.37K	–	721
2023 Q2	$6.37K	Buy	+46	New	+$6.13K	﹤0.01%	504
2022 Q4	–	Sell	-41	Closed	-$5K	–	964
2022 Q3	$5K	Hold	41	–	–	﹤0.01%	475
2022 Q2	$5K	Buy	+41	New	+$5.8K	﹤0.01%	481
2022 Q1	–	Sell	-41	Closed	-$6K	–	536
2021 Q4	$6K	Buy	+41	New	+$6.02K	﹤0.01%	467
2019 Q4	–	Sell	-261	Closed	-$29K	–	578
2019 Q3	$29K	Hold	261	–	–	0.02%	354
2019 Q2	$29K	Hold	261	–	–	0.02%	366
2019 Q1	$28K	Buy	+261	New	+$27.4K	0.02%	355
2018 Q3	$732K	Sell	6,474 -1,376	-18%	-$156K	0.35%	79
2018 Q2	$867K	Buy	+7,850	New	+$869K	0.54%	61

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

Truvestments Capital's VOE Position: Q2 2026 in Review

Truvestments Capital sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1 share — an estimated $184 sold.

Truvestments Capital first reported a position in VOE in Q2 2018 and held it in 10 quarters. The position peaked at $867K in Q2 2018. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Truvestments Capital reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $184.
Truvestments Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and held it in 10 quarters.
Truvestments Capital's Vanguard Morningstar Mid-Cap Value ETF position peaked at $867K in Q2 2018.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.