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

VSM Wealth Advisory’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	$526K	Sell	2,662 -384	-13%	-$74.3K	0.14%	63
2026 Q1	$561K	Buy	3,046 +539	+21%	+$101K	0.17%	54
2025 Q4	$595K	Buy	2,507 +1,434	+134%	+$251K	0.18%	49
2025 Q3	$187K	Sell	1,073 -337	-24%	-$57.3K	0.06%	93
2025 Q2	$232K	Hold	1,410	–	–	0.08%	89
2025 Q1	$226K	Buy	1,410 +3	+0.2%	+$490	0.08%	83
2024 Q4	$228K	Buy	+1,407	New	+$237K	0.08%	81

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

VSM Wealth Advisory's VOE Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q2 2026, selling an estimated $74.3K and leaving 2,662 shares worth $526K. The position accounts for 0.14% of the portfolio, ranked #63.

VSM Wealth Advisory first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $595K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

VSM Wealth Advisory held 2,662 shares of Vanguard Morningstar Mid-Cap Value ETF worth $526K as of Q2 2026.
VSM Wealth Advisory sold 384 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $74.3K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.14% of VSM Wealth Advisory's portfolio in Q2 2026, its #63 holding.
VSM Wealth Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Vanguard Morningstar Mid-Cap Value ETF position peaked at $595K in Q4 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.