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

Wealth Effects’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	$327K	Buy	1,653 +11	+0.7%	+$2.13K	0.09%	183
2026 Q1	$303K	Buy	1,642 +27	+2%	+$5.04K	0.11%	157
2025 Q4	$286K	Buy	1,615 +23	+1%	+$4.03K	0.09%	159
2025 Q3	$278K	Buy	1,592 +14	+0.9%	+$2.38K	0.09%	165
2025 Q2	$260K	Buy	1,578 +10	+0.6%	+$1.58K	0.1%	169
2025 Q1	$252K	Buy	1,568 +12	+0.8%	+$1.96K	0.11%	163
2024 Q4	$252K	Buy	1,556 +18	+1%	+$3.04K	0.09%	179
2024 Q3	$258K	Buy	1,538 +21	+1%	+$3.34K	0.09%	172
2024 Q2	$228K	Buy	1,517 +10	+0.7%	+$1.52K	0.08%	173
2024 Q1	$235K	Buy	1,507 +17	+1%	+$2.5K	0.09%	177
2023 Q4	$216K	Buy	+1,490	New	+$200K	0.08%	196
2023 Q3	–	Sell	-1,450	Closed	-$201K	–	206
2023 Q2	$201K	Buy	+1,450	New	+$193K	0.09%	175

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

Wealth Effects's VOE Position: Q2 2026 in Review

Wealth Effects increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.67% in Q2 2026, buying an estimated $2.13K and bringing the position to 1,653 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #183.

Wealth Effects first reported a position in VOE in Q2 2023 and has held it in 12 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Wealth Effects held 1,653 shares of Vanguard Morningstar Mid-Cap Value ETF worth $327K as of Q2 2026.
Wealth Effects bought 11 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.13K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #183 holding.
Wealth Effects first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.