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

Westwood 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
Q1 		– Sell
-15,525
Closed -$2.75M – 120
2025
Q4 		$2.75M Buy
+15,525
New +$2.72M 2.07% 12

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westwood Wealth Management's VOE Position: Q1 2026 in Review

Westwood Wealth Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026, closing a stake of 15,525 shares — an estimated $2.75M sold.

Westwood Wealth Management first reported a position in VOE in Q4 2025 and held it in 1 quarter. The position peaked at $2.75M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Westwood Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 15,525 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $2.75M.
  • Westwood Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.75M in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.