Western Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Western 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	$455K	Sell	2,304 -190	-8%	-$36.8K	0.01%	707
2026 Q1	$460K	Buy	2,494 +5	+0.2%	+$934	0.02%	664
2025 Q4	$441K	Buy	2,489 +412	+20%	+$72.1K	0.02%	549
2025 Q3	$363K	Buy	2,077 +50	+2%	+$8.51K	0.02%	538
2025 Q2	$333K	Sell	2,027 -160	-7%	-$25.3K	0.02%	524
2025 Q1	$351K	Buy	2,187 +337	+18%	+$55.1K	0.02%	482
2024 Q4	$299K	Sell	1,850 -12	-0.6%	-$2.02K	0.02%	525
2024 Q3	$312K	Sell	1,862 -299	-14%	-$47.5K	0.02%	586
2024 Q2	$325K	Sell	2,161 -131	-6%	-$19.9K	0.02%	472
2024 Q1	$357K	Sell	2,292 -237	-9%	-$34.8K	0.03%	455
2023 Q4	$367K	Buy	2,529 +6	+0.2%	+$806	0.03%	494
2023 Q3	$330K	Buy	2,523 +111	+5%	+$15.4K	0.03%	484
2023 Q2	$334K	Buy	2,412 +55	+2%	+$7.33K	0.03%	482
2023 Q1	$316K	Sell	2,357 -110	-4%	-$15.3K	0.03%	482
2022 Q4	$334K	Sell	2,467 -2,516	-50%	-$338K	0.03%	439
2022 Q3	$606K	Buy	4,983 +6	+0.1%	+$812	0.03%	426
2022 Q2	$644K	Buy	4,977 +196	+4%	+$27.7K	0.04%	406
2022 Q1	$716K	Buy	4,781 +2,294	+92%	+$337K	0.03%	418
2021 Q4	$375K	Buy	+2,487	New	+$365K	0.04%	400
2021 Q2	$440K	Sell	3,134 -144	-4%	-$20.4K	0.05%	388
2021 Q1	$442K	Buy	3,278 +392	+14%	+$50.2K	0.06%	312
2020 Q4	$343K	Buy	2,886 +160	+6%	+$17.9K	0.05%	322
2020 Q3	$277K	Buy	2,726 +62	+2%	+$6.28K	0.05%	352
2020 Q2	$255K	Buy	+2,664	New	+$244K	0.05%	344
2020 Q1	–	Sell	-2,443	Closed	-$291K	–	427
2019 Q4	$291K	Buy	+2,443	New	+$281K	0.04%	317

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

Western Wealth Management's VOE Position: Q2 2026 in Review

Western Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 7.6% in Q2 2026, selling an estimated $36.8K and leaving 2,304 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #707.

Western Wealth Management first reported a position in VOE in Q4 2019 and has held it in 25 quarters since. The position peaked at $716K in Q1 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Western Wealth Management held 2,304 shares of Vanguard Morningstar Mid-Cap Value ETF worth $455K as of Q2 2026.
Western Wealth Management sold 190 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $36.8K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #707 holding.
Western Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 25 quarters since.
Western Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $716K in Q1 2022.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.