WSA
VOE icon

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

Wealth Science Advisors’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 		– Sell
-663
Closed -$118K – 203
2026
Q1 		$118K Buy
+663
New +$124K 0.07% 84

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Wealth Science Advisors's VOE Position: Q2 2026 in Review

Wealth Science Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 663 shares — an estimated $118K sold.

Wealth Science Advisors first reported a position in VOE in Q1 2026 and held it in 1 quarter. The position peaked at $118K in Q1 2026. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Wealth Science Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Science Advisors sold 663 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $118K.
  • Wealth Science Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Wealth Science Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $118K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.