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

WealthCollab’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	$9.88K	Buy	50 +46	+1,150%	+$8.9K	﹤0.01%	576
2026 Q1	$738	Hold	4	–	–	﹤0.01%	925
2025 Q4	$710	Hold	4	–	–	﹤0.01%	978
2025 Q3	$699	Hold	4	–	–	﹤0.01%	941
2025 Q2	$658	Hold	4	–	–	﹤0.01%	915
2025 Q1	$643	Hold	4	–	–	﹤0.01%	870
2024 Q4	$648	Hold	4	–	–	﹤0.01%	841
2024 Q3	$671	Buy	+4	New	+$636	﹤0.01%	851

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

WealthCollab's VOE Position: Q2 2026 in Review

WealthCollab increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1,150% in Q2 2026, buying an estimated $8.9K and bringing the position to 50 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

WealthCollab first reported a position in VOE in Q3 2024 and has held it in 8 quarters since. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

WealthCollab held 50 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.88K as of Q2 2026.
WealthCollab bought 46 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $8.9K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #576 holding.
WealthCollab first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.