Turtle Creek Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.75K Sell
19
-14
-42% -$2.71K ﹤0.01% 513
2026
Q1
$6.08K Buy
+33
New +$6.17K ﹤0.01% 477
2024
Q4
Sell
-2,644
Closed -$443K 163
2024
Q3
$443K Sell
2,644
-148
-5% -$23.5K 0.09% 112
2024
Q2
$420K Sell
2,792
-459
-14% -$69.7K 0.1% 98
2024
Q1
$507K Sell
3,251
-670
-17% -$98.4K 0.12% 91
2023
Q4
$569K Buy
+3,921
New +$527K 0.17% 84

Other funds holding VOE

Turtle Creek Wealth Advisors's VOE Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 42% in Q2 2026, selling an estimated $2.71K and leaving 19 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Turtle Creek Wealth Advisors first reported a position in VOE in Q4 2023 and has held it in 6 quarters since. The position peaked at $569K in Q4 2023. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Turtle Creek Wealth Advisors held 19 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.75K as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 14 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.71K.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #513 holding.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 6 quarters since.
  • Turtle Creek Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $569K in Q4 2023.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.