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

Wedbush Securities’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 		$238K Sell
1,203
-131
-10% -$25.3K 0.01% 1107
2026
Q1 		$246K Hold
1,334
– – 0.01% 1010
2025
Q4 		$237K Buy
1,334
+82
+7% +$14.4K 0.01% 1009
2025
Q3 		$219K Buy
+1,252
New +$213K 0.01% 1027

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

Wedbush Securities's VOE Position: Q2 2026 in Review

Wedbush Securities reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 9.8% in Q2 2026, selling an estimated $25.3K and leaving 1,203 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #1107.

Wedbush Securities first reported a position in VOE in Q3 2025 and has held it in 4 quarters since. The position peaked at $246K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Wedbush Securities held 1,203 shares of Vanguard Morningstar Mid-Cap Value ETF worth $238K as of Q2 2026.
  • Wedbush Securities sold 131 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $25.3K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1107 holding.
  • Wedbush Securities first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Wedbush Securities's Vanguard Morningstar Mid-Cap Value ETF position peaked at $246K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.