West Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

West Financial Advisors’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	$43.1K	Hold	218	–	–	0.01%	108
2026 Q1	$40.2K	Hold	218	–	–	0.01%	104
2025 Q4	$38.7K	Hold	218	–	–	0.01%	107
2025 Q3	$38.1K	Hold	218	–	–	0.01%	110
2025 Q2	$35.9K	Hold	218	–	–	0.01%	119
2025 Q1	$35K	Hold	218	–	–	0.01%	113
2024 Q4	$35.3K	Hold	218	–	–	0.01%	113
2024 Q3	$36.6K	Hold	218	–	–	0.01%	102
2024 Q2	$32.8K	Hold	218	–	–	0.01%	94
2024 Q1	$34K	Hold	218	–	–	0.01%	92
2023 Q4	$31.6K	Sell	218 -1	-0.5%	-$134	0.01%	91
2023 Q3	$28.7K	Hold	219	–	–	0.01%	93
2023 Q2	$30.3K	Sell	219 -1	-0.5%	-$133	0.01%	93
2023 Q1	$29.5K	Buy	220 +2	+0.9%	+$277	0.01%	92
2022 Q4	$29.5K	Hold	218	–	–	0.01%	92
2022 Q3	$27K	Hold	218	–	–	0.01%	117
2022 Q2	$28K	Hold	218	–	–	0.01%	113
2022 Q1	$33K	Hold	218	–	–	0.01%	113
2021 Q4	$33K	Hold	218	–	–	0.01%	122
2021 Q3	$30K	Hold	218	–	–	0.01%	112
2021 Q2	$31K	Hold	218	–	–	0.01%	103
2021 Q1	$29K	Hold	218	–	–	0.01%	104
2020 Q4	$26K	Buy	+218	New	+$24.4K	0.01%	104

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

West Financial Advisors's VOE Position: Q2 2026 in Review

West Financial Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 218 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #108.

West Financial Advisors first reported a position in VOE in Q4 2020 and has held it in 23 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

West Financial Advisors held 218 shares of Vanguard Morningstar Mid-Cap Value ETF worth $43.1K as of Q2 2026.
West Financial Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #108 holding.
West Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.