Westside Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Westside Investment 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	$19.8K	Hold	100	–	–	﹤0.01%	931
2026 Q1	$18.5K	Hold	100	–	–	﹤0.01%	926
2025 Q4	$17.9K	Hold	100	–	–	﹤0.01%	911
2025 Q3	$17.4K	Hold	100	–	–	﹤0.01%	935
2025 Q2	$16.7K	Buy	100 +24	+32%	+$3.8K	﹤0.01%	746
2025 Q1	$12.2K	Sell	76 -29	-28%	-$4.74K	﹤0.01%	656
2024 Q4	$17K	Hold	105	–	–	﹤0.01%	596
2024 Q3	$16.6K	Hold	105	–	–	﹤0.01%	605
2024 Q2	$15.8K	Buy	105 +76	+262%	+$11.5K	﹤0.01%	588
2024 Q1	$4.49K	Buy	+29	New	+$4.26K	﹤0.01%	740

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

Westside Investment Management's VOE Position: Q2 2026 in Review

Westside Investment Management held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 100 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Westside Investment Management first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Westside Investment Management held 100 shares of Vanguard Morningstar Mid-Cap Value ETF worth $19.8K as of Q2 2026.
Westside Investment Management 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 Westside Investment Management's portfolio in Q2 2026, its #931 holding.
Westside Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.