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

Veridan Wealth’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	$4.08M	Sell	20,646 -1,448	-7%	-$280K	1.39%	25
2026 Q1	$4.07M	Buy	22,094 +335	+2%	+$62.6K	1.51%	19
2025 Q4	$3.86M	Buy	21,759 +301	+1%	+$52.7K	1.3%	20
2025 Q3	$3.75M	Buy	+21,458	New	+$3.65M	1.29%	20
2025 Q1	$3.3M	Buy	20,575 +1,060	+5%	+$173K	1.49%	21
2024 Q4	$3.22M	Buy	+19,515	New	+$3.29M	1.51%	20
2024 Q2	$3.44M	Buy	+20,913	New	+$3.17M	1.38%	22

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

Veridan Wealth's VOE Position: Q2 2026 in Review

Veridan Wealth reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.6% in Q2 2026, selling an estimated $280K and leaving 20,646 shares worth $4.08M. The position accounts for 1.39% of the portfolio, ranked #25.

Veridan Wealth first reported a position in VOE in Q2 2024 and has held it in 7 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Veridan Wealth held 20,646 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.08M as of Q2 2026.
Veridan Wealth sold 1,448 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $280K.
Vanguard Morningstar Mid-Cap Value ETF made up 1.39% of Veridan Wealth's portfolio in Q2 2026, its #25 holding.
Veridan Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.