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Walled Lake Planning & Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Walled Lake Planning & Wealth Management’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 		$483K Hold
2,444
– – 0.12% 81
2026
Q1 		$450K Hold
2,444
– – 0.13% 82
2025
Q4 		$434K Sell
2,444
-2
-0.1% -$350 0.14% 84
2025
Q3 		$427K Sell
2,446
-57
-2% -$9.7K 0.14% 85
2025
Q2 		$412K Sell
2,503
-24
-0.9% -$3.8K 0.13% 86
2025
Q1 		$406K Sell
2,527
-21
-0.8% -$3.43K 0.14% 81
2024
Q4 		$412K Sell
2,548
-40
-2% -$6.75K 0.15% 80
2024
Q3 		$434K Sell
2,588
-2
-0.1% -$318 0.16% 75
2024
Q2 		$390K Sell
2,590
-21
-0.8% -$3.19K 0.16% 75
2024
Q1 		$407K Buy
2,611
+6
+0.2% +$881 0.17% 68
2023
Q4 		$378K Buy
2,605
+4
+0.2% +$537 0.18% 64
2023
Q3 		$341K Buy
2,601
+7
+0.3% +$970 0.17% 61
2023
Q2 		$359K Sell
2,594
-6
-0.2% -$800 0.17% 57
2023
Q1 		$349K Sell
2,600
-156
-6% -$21.6K 0.18% 55
2022
Q4 		$373K Sell
2,756
-25
-0.9% -$3.35K 0.25% 37
2022
Q3 		$339K Sell
2,781
-18
-0.6% -$2.44K 0.24% 48
2022
Q2 		$363K Sell
2,799
-54
-2% -$7.64K 0.25% 47
2022
Q1 		$427K Buy
2,853
+2
+0.1% +$294 0.25% 49
2021
Q4 		$429K Buy
2,851
+9
+0.3% +$1.32K 0.25% 52
2021
Q3 		$397K Sell
2,842
-22
-0.8% -$3.13K 0.24% 51
2021
Q2 		$402K Sell
2,864
-22
-0.8% -$3.11K 0.26% 49
2021
Q1 		$389K Sell
2,886
-31
-1% -$3.97K 0.27% 47
2020
Q4 		$347K Sell
2,917
-49
-2% -$5.49K 0.26% 49
2020
Q3 		$301K Sell
2,966
-100
-3% -$10.1K 0.24% 48
2020
Q2 		$293K Sell
3,066
-114
-4% -$10.5K 0.25% 45
2020
Q1 		$259K Sell
3,180
-621
-16% -$66.9K 0.24% 46
2019
Q4 		$453K Buy
+3,801
New +$438K 0.33% 38

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Walled Lake Planning & Wealth Management's VOE Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 2,444 shares worth $483K. The position accounts for 0.12% of the portfolio, ranked #81.

Walled Lake Planning & Wealth Management first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 2,444 shares of Vanguard Morningstar Mid-Cap Value ETF worth $483K as of Q2 2026.
  • Walled Lake Planning & Wealth Management left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.