Werba Rubin Papier Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Werba Rubin Papier Wealth Management’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	$3.54M	Buy	17,897 +1,086	+6%	+$210K	0.43%	37
2026 Q1	$3.1M	Buy	16,811 +551	+3%	+$103K	0.43%	39
2025 Q4	$2.88M	Sell	16,260 -12	-0.1%	-$2.1K	0.78%	27
2025 Q3	$2.84M	Buy	16,272 +1,812	+13%	+$308K	0.46%	36
2025 Q2	$2.38M	Buy	14,460 +572	+4%	+$90.6K	0.45%	39
2025 Q1	$2.23M	Buy	13,888 +787	+6%	+$129K	0.48%	36
2024 Q4	$2.12M	Sell	13,101 -247	-2%	-$41.7K	0.5%	38
2024 Q3	$2.24M	Sell	13,348 -43	-0.3%	-$6.84K	0.53%	34
2024 Q2	$2.01M	Buy	13,391 +5,138	+62%	+$780K	0.56%	33
2024 Q1	$1.29M	Buy	+8,253	New	+$1.21M	0.37%	39

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

Werba Rubin Papier Wealth Management's VOE Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.5% in Q2 2026, buying an estimated $210K and bringing the position to 17,897 shares worth $3.54M. The position accounts for 0.43% of the portfolio, ranked #37.

Werba Rubin Papier Wealth Management first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Werba Rubin Papier Wealth Management held 17,897 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.54M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 1,086 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $210K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.43% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #37 holding.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.