Wetzel Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Wetzel Investment 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	–	Sell	-1,675	Closed	-$309K	–	146
2026 Q1	$309K	Buy	1,675 +472	+39%	+$88.2K	0.12%	96
2025 Q4	$213K	Buy	+1,203	New	+$211K	0.09%	129
2024 Q3	–	Sell	-22	Closed	-$3.43K	–	867
2024 Q2	$3.43K	Hold	22	–	–	﹤0.01%	653
2024 Q1	$3.24K	Hold	22	–	–	﹤0.01%	761
2023 Q4	$3K	Buy	+22	New	+$2.96K	﹤0.01%	821

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

Wetzel Investment Advisors's VOE Position: Q2 2026 in Review

Wetzel Investment Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 1,675 shares — an estimated $309K sold.

Wetzel Investment Advisors first reported a position in VOE in Q4 2023 and held it in 5 quarters. The position peaked at $309K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Wetzel Investment Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Wetzel Investment Advisors sold 1,675 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $309K.
Wetzel Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and held it in 5 quarters.
Wetzel Investment Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $309K in Q1 2026.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.