William Mack & Associates’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

William Mack & Associates’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	$940K	Buy	4,755 +1,109	+30%	+$215K	0.33%	34
2026 Q1	$672K	Sell	3,646 -1,328	-27%	-$248K	0.38%	32
2025 Q4	$882K	Sell	4,974 -246	-5%	-$43.1K	0.42%	27
2025 Q3	$911K	Sell	5,220 -103	-2%	-$17.5K	0.49%	27
2025 Q2	$875K	Sell	5,323 -997	-16%	-$158K	0.56%	26
2025 Q1	$1.01M	Buy	6,320 +1,505	+31%	+$246K	0.87%	20
2024 Q4	$779K	Buy	+4,815	New	+$812K	0.82%	25

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

William Mack & Associates's VOE Position: Q2 2026 in Review

William Mack & Associates increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 30% in Q2 2026, buying an estimated $215K and bringing the position to 4,755 shares worth $940K. The position accounts for 0.33% of the portfolio, ranked #34.

William Mack & Associates first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

William Mack & Associates held 4,755 shares of Vanguard Morningstar Mid-Cap Value ETF worth $940K as of Q2 2026.
William Mack & Associates bought 1,109 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $215K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.33% of William Mack & Associates's portfolio in Q2 2026, its #34 holding.
William Mack & Associates first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
William Mack & Associates's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.01M in Q1 2025.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.