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

United Capital 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	$798K	Sell	4,038 -1	-0%	-$193	﹤0.01%	896
2026 Q1	$744K	Buy	4,039 +36	+0.9%	+$6.72K	﹤0.01%	888
2025 Q4	$710K	Sell	4,003 -7	-0.2%	-$1.23K	﹤0.01%	842
2025 Q3	$700K	Sell	4,010 -177	-4%	-$30.1K	0.01%	757
2025 Q2	$689K	Buy	4,187 +155	+4%	+$24.5K	0.01%	700
2025 Q1	$647K	Sell	4,032 -5	-0.1%	-$817	0.01%	679
2024 Q4	$653K	Sell	4,037 -5	-0.1%	-$843	0.01%	661
2024 Q3	$678K	Hold	4,042	–	–	0.01%	650
2024 Q2	$608K	Sell	4,042 -1,271	-24%	-$193K	0.01%	656
2024 Q1	$828K	Sell	5,313 -1,873	-26%	-$275K	0.01%	609
2023 Q4	$1.04M	Sell	7,186 -23,268	-76%	-$3.13M	0.01%	551
2023 Q3	$3.99M	Sell	30,454 -3,861	-11%	-$535K	0.03%	327
2023 Q2	$4.75M	Sell	34,315 -52	-0.2%	-$6.93K	0.03%	321
2023 Q1	$4.61M	Sell	34,367 -3,471	-9%	-$482K	0.03%	328
2022 Q4	$5.12M	Buy	37,838 +1,224	+3%	+$164K	0.03%	324
2022 Q3	$4.46M	Sell	36,614 -1,891	-5%	-$256K	0.03%	337
2022 Q2	$4.99M	Buy	38,505 +16,305	+73%	+$2.31M	0.03%	333
2022 Q1	$3.32M	Sell	22,200 -548	-2%	-$80.6K	0.02%	430
2021 Q4	$3.42M	Buy	22,748 +164	+0.7%	+$24.1K	0.02%	441
2021 Q3	$3.15M	Buy	22,584 +439	+2%	+$62.4K	0.02%	449
2021 Q2	$3.11M	Buy	22,145 +1,575	+8%	+$223K	0.02%	457
2021 Q1	$2.77M	Buy	20,570 +1,484	+8%	+$190K	0.02%	450
2020 Q4	$2.27M	Buy	19,086 +3,082	+19%	+$345K	0.01%	482
2020 Q3	$1.62M	Buy	16,004 +211	+1%	+$21.4K	0.01%	549
2020 Q2	$1.51M	Sell	15,793 -22	-0.1%	-$2.02K	0.01%	572
2020 Q1	$1.29M	Sell	15,815 -3,325	-17%	-$358K	0.01%	573
2019 Q4	$2.28M	Sell	19,140 -1,376	-7%	-$159K	0.01%	580
2019 Q3	$2.32M	Buy	20,516 +1,663	+9%	+$185K	0.02%	561
2019 Q2	$2.1M	Buy	18,853 +1,191	+7%	+$130K	0.01%	607
2019 Q1	$1.9M	Buy	17,662 +1,478	+9%	+$155K	0.01%	603
2018 Q4	$1.54M	Sell	16,184 -17	-0.1%	-$1.78K	0.01%	620
2018 Q3	$1.83M	Buy	16,201 +607	+4%	+$69K	0.01%	634
2018 Q2	$1.72M	Sell	15,594 -554	-3%	-$61.4K	0.01%	629
2018 Q1	$1.77M	Sell	16,148 -219	-1%	-$24.6K	0.01%	624
2017 Q4	$1.83M	Buy	16,367 +2,799	+21%	+$303K	0.01%	612
2017 Q3	$1.43M	Buy	13,568 +885	+7%	+$91.9K	0.01%	666
2017 Q2	$1.3M	Buy	12,683 +1,122	+10%	+$115K	0.01%	691
2017 Q1	$1.18M	Buy	11,561 +581	+5%	+$58.5K	0.01%	703
2016 Q4	$1.07M	Buy	10,980 +868	+9%	+$82.3K	0.01%	742
2016 Q3	$946K	Sell	10,112 -424	-4%	-$39.2K	0.01%	787
2016 Q2	$938K	Sell	10,536 -13,235	-56%	-$1.16M	0.01%	753
2016 Q1	$2.07M	Sell	23,771 -17,678	-43%	-$1.44M	0.02%	524
2015 Q4	$3.56M	Buy	41,449 +265	+0.6%	+$23.2K	0.04%	416
2015 Q3	$3.43M	Buy	41,184 +34,883	+554%	+$3.09M	0.04%	400
2015 Q2	$571K	Buy	6,301 +484	+8%	+$44.8K	0.01%	869
2015 Q1	$533K	Buy	+5,817	New	+$525K	0.01%	875

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

United Capital Financial Advisors's VOE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.02% in Q2 2026, selling an estimated $193 and leaving 4,038 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

United Capital Financial Advisors first reported a position in VOE in Q1 2015 and has held it in 46 quarters since. The position peaked at $5.12M in Q4 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

United Capital Financial Advisors held 4,038 shares of Vanguard Morningstar Mid-Cap Value ETF worth $798K as of Q2 2026.
United Capital Financial Advisors sold 1 Vanguard Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $193.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #896 holding.
United Capital Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2015 and has held it in 46 quarters since.
United Capital Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.12M in Q4 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.