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

Wealth Enhancement Advisory Services’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	$28.7M	Sell	142,559 -6,029	-4%	-$1.17M	0.05%	334
2026 Q1	$27.5M	Sell	148,588 -96,521	-39%	-$18M	0.06%	306
2025 Q4	$44.7M	Buy	245,109 +3,744	+2%	+$655K	0.06%	280
2025 Q3	$42.1M	Sell	241,365 -1,508	-0.6%	-$257K	0.06%	270
2025 Q2	$40.7M	Sell	242,873 -2,568	-1%	-$407K	0.07%	263
2025 Q1	$39.4M	Buy	245,441 +6,347	+3%	+$1.04M	0.08%	246
2024 Q4	$38.7M	Buy	239,094 +21,362	+10%	+$3.6M	0.07%	249
2024 Q3	$36.5M	Sell	217,732 -18,257	-8%	-$2.9M	0.08%	240
2024 Q2	$35.5M	Buy	235,989 +19,741	+9%	+$3M	0.08%	225
2024 Q1	$33.7M	Buy	216,248 +17,503	+9%	+$2.57M	0.09%	221
2023 Q4	$28.8M	Sell	198,745 -10,207	-5%	-$1.37M	0.08%	223
2023 Q3	$27.4M	Buy	+208,952	New	+$28.9M	0.09%	220
2022 Q3	–	Sell	-58,908	Closed	-$7.73M	–	384
2022 Q2	$7.73M	Buy	58,908 +27,912	+90%	+$3.95M	0.11%	96
2022 Q1	$4.64M	Buy	+30,996	New	+$4.56M	0.06%	136

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 Enhancement Advisory Services's VOE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.1% in Q2 2026, selling an estimated $1.17M and leaving 142,559 shares worth $28.7M. The position accounts for 0.05% of the portfolio, ranked #334.

Wealth Enhancement Advisory Services first reported a position in VOE in Q1 2022 and has held it in 14 quarters since. The position peaked at $44.7M in Q4 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Wealth Enhancement Advisory Services held 142,559 shares of Vanguard Morningstar Mid-Cap Value ETF worth $28.7M as of Q2 2026.
Wealth Enhancement Advisory Services sold 6,029 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.17M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #334 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $44.7M in Q4 2025.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.