Verisail Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Verisail Partners’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	$213K	Buy	+1,079	New	+$209K	0.08%	25
2025 Q3	–	Sell	-5,440	Closed	-$895K	–	30
2025 Q2	$895K	Buy	5,440 +11	+0.2%	+$1.74K	0.38%	18
2025 Q1	$872K	Buy	5,429 +74	+1%	+$12.1K	0.4%	16
2024 Q4	$866K	Buy	+5,355	New	+$903K	0.41%	16

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

Verisail Partners's VOE Position: Q2 2026 in Review

Verisail Partners opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,079 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #25 among its holdings. This is a return to the name: Verisail Partners previously reported a position in VOE as recently as Q2 2025.

Verisail Partners first reported a position in VOE in Q4 2024 and has held it in 4 quarters since. The position peaked at $895K in Q2 2025. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Verisail Partners held 1,079 shares of Vanguard Morningstar Mid-Cap Value ETF worth $213K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Verisail Partners position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.08% of Verisail Partners's portfolio in Q2 2026, its #25 holding.
Verisail Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 4 quarters since.
Verisail Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $895K in Q2 2025.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Verisail Partners's 13F filing for Q2 2026, filed 14 Jul 2026.