Wedmont Private Capital’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Wedmont Private Capital’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	$3.33M	Sell	16,537 -246	-1%	-$47.6K	0.09%	124
2026 Q1	$3.18M	Sell	16,783 -747	-4%	-$140K	0.1%	114
2025 Q4	$3.16M	Buy	17,530 +26	+0.1%	+$4.55K	0.11%	112
2025 Q3	$3.05M	Sell	17,504 -335	-2%	-$57K	0.11%	107
2025 Q2	$2.98M	Sell	17,839 -561	-3%	-$88.8K	0.13%	99
2025 Q1	$2.76M	Buy	18,400 +54	+0.3%	+$8.83K	0.14%	85
2024 Q4	$2.92M	Buy	18,346 +281	+2%	+$47.4K	0.15%	78
2024 Q3	$2.99M	Sell	18,065 -333	-2%	-$52.9K	0.17%	74
2024 Q2	$2.84M	Sell	18,398 -746	-4%	-$113K	0.18%	73
2024 Q1	$2.95M	Sell	19,144 -247	-1%	-$36.3K	0.22%	65
2023 Q4	$2.81M	Buy	19,391 +1,137	+6%	+$153K	0.23%	64
2023 Q3	$2.37M	Buy	18,254 +1,434	+9%	+$199K	0.24%	68
2023 Q2	$2.37M	Sell	16,820 -2,947	-15%	-$393K	0.26%	62
2023 Q1	$2.64M	Sell	19,767 -1,682	-8%	-$233K	0.35%	48
2022 Q4	$2.99M	Buy	21,449 +5,207	+32%	+$699K	0.45%	39
2022 Q3	$1.98M	Buy	16,242 +1,297	+9%	+$176K	0.4%	38
2022 Q2	$1.94M	Buy	14,945 +1,703	+13%	+$241K	0.42%	37
2022 Q1	$1.99M	Buy	13,242 +2,284	+21%	+$336K	0.44%	40
2021 Q4	$1.67M	Buy	+10,958	New	+$1.61M	0.52%	36

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

Wedmont Private Capital's VOE Position: Q2 2026 in Review

Wedmont Private Capital reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.5% in Q2 2026, selling an estimated $47.6K and leaving 16,537 shares worth $3.33M. The position accounts for 0.09% of the portfolio, ranked #124.

Wedmont Private Capital first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Wedmont Private Capital held 16,537 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.33M as of Q2 2026.
Wedmont Private Capital sold 246 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $47.6K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Wedmont Private Capital's portfolio in Q2 2026, its #124 holding.
Wedmont Private Capital first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.