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

Wellington Group’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 		– Sell
-630
Closed -$116K – 369
2026
Q1 		$116K Buy
630
+502
+392% +$93.8K 0.04% 180
2025
Q4 		$22.7K Buy
+128
New +$22.4K 0.01% 368

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

Wellington Group's VOE Position: Q2 2026 in Review

Wellington Group sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 630 shares — an estimated $116K sold.

Wellington Group first reported a position in VOE in Q4 2025 and held it in 2 quarters. The position peaked at $116K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Wellington Group reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 630 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $116K.
  • Wellington Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $116K in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.