Winch Advisory Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Winch Advisory Services’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	$9.68K	Hold	49	–	–	﹤0.01%	341
2026 Q1	$9.03K	Hold	49	–	–	﹤0.01%	329
2025 Q4	$8.69K	Hold	49	–	–	﹤0.01%	327
2025 Q3	$8.55K	Hold	49	–	–	﹤0.01%	325
2025 Q2	$8.06K	Hold	49	–	–	﹤0.01%	320
2025 Q1	$7.87K	Hold	49	–	–	﹤0.01%	309
2024 Q4	$7.93K	Buy	+49	New	+$8.27K	﹤0.01%	323
2016 Q4	–	Sell	-88	Closed	-$8K	–	302
2016 Q3	$8K	Hold	88	–	–	0.01%	172
2016 Q2	$8K	Buy	+88	New	+$7.74K	0.01%	163

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

Winch Advisory Services's VOE Position: Q2 2026 in Review

Winch Advisory Services held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 49 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Winch Advisory Services first reported a position in VOE in Q2 2016 and has held it in 9 quarters since. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Winch Advisory Services held 49 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.68K as of Q2 2026.
Winch Advisory Services 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 Winch Advisory Services's portfolio in Q2 2026, its #341 holding.
Winch Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2016 and has held it in 9 quarters since.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.