Wolff Wiese Magana’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Wolff Wiese Magana’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	$5.14K	Hold	26	–	–	﹤0.01%	637
2026 Q1	$4.79K	Hold	26	–	–	﹤0.01%	615
2025 Q4	$4.61K	Hold	26	–	–	﹤0.01%	601
2025 Q3	$4.54K	Buy	26 +14	+117%	+$2.38K	﹤0.01%	615
2025 Q2	$1.97K	Hold	12	–	–	﹤0.01%	730
2025 Q1	$1.93K	Hold	12	–	–	﹤0.01%	733
2024 Q4	$1.94K	Hold	12	–	–	﹤0.01%	708
2024 Q3	$2.01K	Hold	12	–	–	﹤0.01%	739
2024 Q2	$1.81K	Hold	12	–	–	﹤0.01%	559
2024 Q1	$1.87K	Hold	12	–	–	﹤0.01%	516
2023 Q4	$1.74K	Buy	+12	New	+$1.61K	﹤0.01%	504

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

Wolff Wiese Magana's VOE Position: Q2 2026 in Review

Wolff Wiese Magana held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 26 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Wolff Wiese Magana first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Wolff Wiese Magana held 26 shares of Vanguard Morningstar Mid-Cap Value ETF worth $5.14K as of Q2 2026.
Wolff Wiese Magana 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 Wolff Wiese Magana's portfolio in Q2 2026, its #637 holding.
Wolff Wiese Magana first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.