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

Visionary Wealth 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	$4.29M	Buy	21,710 +256	+1%	+$49.5K	0.17%	140
2026 Q1	$3.95M	Buy	21,454 +903	+4%	+$169K	0.17%	136
2025 Q4	$3.65M	Buy	20,551 +702	+4%	+$123K	0.16%	140
2025 Q3	$3.47M	Sell	19,849 -35,553	-64%	-$6.05M	0.16%	137
2025 Q2	$9.11M	Buy	55,402 +1,598	+3%	+$253K	0.47%	55
2025 Q1	$8.64M	Sell	53,804 -1,639	-3%	-$268K	0.52%	55
2024 Q4	$8.97M	Sell	55,443 -7,217	-12%	-$1.22M	0.53%	51
2024 Q3	$10.5M	Sell	62,660 -1,876	-3%	-$298K	0.64%	40
2024 Q2	$9.71M	Buy	64,536 +22	+0%	+$3.34K	0.63%	37
2024 Q1	$10.1M	Sell	64,514 -998	-2%	-$147K	0.68%	34
2023 Q4	$9.5M	Sell	65,512 -4,758	-7%	-$639K	0.7%	29
2023 Q3	$9.2M	Sell	70,270 -11,224	-14%	-$1.55M	0.75%	28
2023 Q2	$11.3M	Buy	81,494 +5,033	+7%	+$671K	0.9%	22
2023 Q1	$10.3M	Sell	76,461 -11,588	-13%	-$1.61M	0.87%	27
2022 Q4	$11.9M	Buy	88,049 +80,291	+1,035%	+$10.8M	1.1%	19
2022 Q3	$945K	Sell	7,758 -7	-0.1%	-$948	0.1%	173
2022 Q2	$1.01M	Sell	7,765 -238	-3%	-$33.7K	0.09%	172
2022 Q1	$1.2M	Sell	8,003 -27,878	-78%	-$4.1M	0.1%	167
2021 Q4	$5.39M	Buy	+35,881	New	+$5.27M	0.44%	57

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

Visionary Wealth Advisors's VOE Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.2% in Q2 2026, buying an estimated $49.5K and bringing the position to 21,710 shares worth $4.29M. The position accounts for 0.17% of the portfolio, ranked #140.

Visionary Wealth Advisors first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q4 2022. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Visionary Wealth Advisors held 21,710 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.29M as of Q2 2026.
Visionary Wealth Advisors bought 256 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $49.5K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.17% of Visionary Wealth Advisors's portfolio in Q2 2026, its #140 holding.
Visionary Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Visionary Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $11.9M in Q4 2022.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.