Wagner Wealth Management (South Carolina)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Wagner Wealth Management (South Carolina)’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	$74.5K	Buy	377 +20	+6%	+$3.87K	0.01%	174
2026 Q1	$65.8K	Hold	357	–	–	0.01%	181
2025 Q4	$63.3K	Sell	357 -3	-0.8%	-$525	0.01%	175
2025 Q3	$62.8K	Hold	360	–	–	0.01%	161
2025 Q2	$59.2K	Hold	360	–	–	0.01%	164
2025 Q1	$57.8K	Buy	+360	New	+$58.9K	0.01%	150
2018 Q3	$235K	Hold	2,082	–	–	0.16%	117
2018 Q2	$230K	Buy	2,082 +101	+5%	+$11.2K	0.17%	103
2018 Q1	$217K	Sell	1,981 -259	-12%	-$29.1K	0.17%	99
2017 Q4	$258K	Buy	+2,240	New	+$242K	0.19%	94

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

Wagner Wealth Management (South Carolina)'s VOE Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 5.6% in Q2 2026, buying an estimated $3.87K and bringing the position to 377 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #174.

Wagner Wealth Management (South Carolina) first reported a position in VOE in Q4 2017 and has held it in 10 quarters since. The position peaked at $258K in Q4 2017. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Wagner Wealth Management (South Carolina) held 377 shares of Vanguard Morningstar Mid-Cap Value ETF worth $74.5K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 20 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $3.87K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #174 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 10 quarters since.
Wagner Wealth Management (South Carolina)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $258K in Q4 2017.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.