Wescott Financial Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Wescott Financial Advisory 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	$1.36M	Sell	6,901 -577	-8%	-$112K	0.11%	86
2026 Q1	$1.38M	Sell	7,478 -1,064	-12%	-$199K	0.12%	81
2025 Q4	$1.52M	Sell	8,542 -18	-0.2%	-$3.15K	0.13%	77
2025 Q3	$1.49M	Buy	8,560 +25	+0.3%	+$4.25K	0.13%	73
2025 Q2	$1.4M	Sell	8,535 -36	-0.4%	-$5.7K	0.13%	76
2025 Q1	$1.38M	Sell	8,571 -90	-1%	-$14.7K	0.14%	69
2024 Q4	$1.4M	Sell	8,661 -469	-5%	-$79.1K	0.15%	71
2024 Q3	$1.53M	Sell	9,130 -3,205	-26%	-$510K	0.16%	68
2024 Q2	$1.86M	Buy	12,335 +221	+2%	+$33.5K	0.22%	55
2024 Q1	$1.89M	Sell	12,114 -2,182	-15%	-$320K	0.23%	48
2023 Q4	$2.07M	Sell	14,296 -161	-1%	-$21.6K	0.29%	50
2023 Q3	$1.89M	Sell	14,457 -281	-2%	-$38.9K	0.35%	47
2023 Q2	$2.04M	Sell	14,738 -1,076	-7%	-$143K	0.36%	47
2023 Q1	$2.12M	Sell	15,814 -304	-2%	-$42.2K	0.46%	42
2022 Q4	$2.18M	Buy	16,118 +60	+0.4%	+$8.05K	0.47%	41
2022 Q3	$1.96M	Buy	16,058 +318	+2%	+$43K	0.54%	35
2022 Q2	$2.04M	Sell	15,740 -845	-5%	-$120K	0.55%	33
2022 Q1	$2.48M	Buy	+16,585	New	+$2.44M	0.64%	30

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

Wescott Financial Advisory Group's VOE Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.7% in Q2 2026, selling an estimated $112K and leaving 6,901 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #86.

Wescott Financial Advisory Group first reported a position in VOE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.48M in Q1 2022. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Wescott Financial Advisory Group held 6,901 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.36M as of Q2 2026.
Wescott Financial Advisory Group sold 577 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $112K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #86 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
Wescott Financial Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.48M in Q1 2022.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.