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

Wealthfront Advisers’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 		$2.36M Sell
11,953
-389
-3% -$75.3K ﹤0.01% 578
2026
Q1 		$2.27M Buy
12,342
+1,109
+10% +$207K 0.01% 582
2025
Q4 		$1.99M Sell
11,233
-823
-7% -$144K ﹤0.01% 594
2025
Q3 		$2.1M Buy
12,056
+1,559
+15% +$265K ﹤0.01% 579
2025
Q2 		$1.73M Sell
10,497
-2,071
-16% -$328K ﹤0.01% 595
2025
Q1 		$2.02M Sell
12,568
-765
-6% -$125K 0.01% 533
2024
Q4 		$2.16M Buy
13,333
+2,291
+21% +$386K 0.01% 515
2024
Q3 		$1.85M Buy
11,042
+731
+7% +$116K 0.01% 518
2024
Q2 		$1.55M Buy
10,311
+973
+10% +$148K 0.01% 541
2024
Q1 		$1.46M Buy
9,338
+466
+5% +$68.4K 0.01% 544
2023
Q4 		$1.29M Buy
8,872
+961
+12% +$129K ﹤0.01% 549
2023
Q3 		$1.04M Sell
7,911
-1,289
-14% -$179K ﹤0.01% 546
2023
Q2 		$1.27M Buy
9,200
+2,330
+34% +$311K 0.01% 510
2023
Q1 		$921K Buy
6,870
+1,996
+41% +$277K ﹤0.01% 546
2022
Q4 		$659K Buy
4,874
+1,129
+30% +$151K ﹤0.01% 583
2022
Q3 		$456K Buy
3,745
+58
+2% +$7.85K ﹤0.01% 616
2022
Q2 		$478K Sell
3,687
-113
-3% -$16K ﹤0.01% 601
2022
Q1 		$568K Buy
+3,800
New +$559K ﹤0.01% 610

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

Wealthfront Advisers's VOE Position: Q2 2026 in Review

Wealthfront Advisers reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 3.2% in Q2 2026, selling an estimated $75.3K and leaving 11,953 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Wealthfront Advisers first reported a position in VOE in Q1 2022 and has held it in 18 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Wealthfront Advisers held 11,953 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.36M as of Q2 2026.
  • Wealthfront Advisers sold 389 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $75.3K.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #578 holding.
  • Wealthfront Advisers first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.