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

Wealthspan Partners’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	$374K	Buy	1,891 +261	+16%	+$50.5K	0.12%	97
2026 Q1	$300K	Buy	1,630 +135	+9%	+$25.2K	0.11%	101
2025 Q4	$265K	Sell	1,495 -153	-9%	-$26.8K	0.1%	108
2025 Q3	$288K	Hold	1,648	–	–	0.11%	101
2025 Q2	$271K	Sell	1,648 -299	-15%	-$47.3K	0.11%	97
2025 Q1	$313K	Hold	1,947	–	–	0.14%	87
2024 Q4	$315K	Hold	1,947	–	–	0.15%	86
2024 Q3	$326K	Hold	1,947	–	–	0.16%	84
2024 Q2	$293K	Hold	1,947	–	–	0.16%	79
2024 Q1	$304K	Sell	1,947 -75	-4%	-$11K	0.18%	77
2023 Q4	$293K	Hold	2,022	–	–	0.21%	70
2023 Q3	$265K	Sell	2,022 -208	-9%	-$28.8K	0.21%	70
2023 Q2	$309K	Hold	2,230	–	–	0.24%	65
2023 Q1	$299K	Sell	2,230 -40	-2%	-$5.55K	0.26%	61
2022 Q4	$307K	Hold	2,270	–	–	0.28%	60
2022 Q3	$276K	Buy	2,270 +75	+3%	+$10.2K	0.29%	56
2022 Q2	$284K	Buy	2,195 +504	+30%	+$71.3K	0.29%	56
2022 Q1	$253K	Hold	1,691	–	–	0.23%	61
2021 Q4	$254K	Buy	+1,691	New	+$248K	0.22%	62

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

Wealthspan Partners's VOE Position: Q2 2026 in Review

Wealthspan Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 16% in Q2 2026, buying an estimated $50.5K and bringing the position to 1,891 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #97.

Wealthspan Partners first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Wealthspan Partners held 1,891 shares of Vanguard Morningstar Mid-Cap Value ETF worth $374K as of Q2 2026.
Wealthspan Partners bought 261 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $50.5K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of Wealthspan Partners's portfolio in Q2 2026, its #97 holding.
Wealthspan Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.