WP Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $477K | Sell |
2,413
-1,146
| -32% | -$222K | 0.12% | 76 |
|
|
2026
Q1 | $656K | Buy |
3,559
+14
| +0.4% | +$2.62K | 0.17% | 68 |
|
|
2025
Q4 | $629K | Buy |
3,545
+36
| +1% | +$6.3K | 0.16% | 67 |
|
|
2025
Q3 | $613K | Buy |
3,509
+18
| +0.5% | +$3.06K | 0.16% | 73 |
|
|
2025
Q2 | $574K | Hold |
3,491
| – | – | 0.16% | 69 |
|
|
2025
Q1 | $560K | Buy |
3,491
+23
| +0.7% | +$3.76K | 0.19% | 67 |
|
|
2024
Q4 | $561K | Buy |
3,468
+21
| +0.6% | +$3.54K | 0.19% | 67 |
|
|
2024
Q3 | $578K | Buy |
3,447
+37
| +1% | +$5.88K | 0.21% | 64 |
|
|
2024
Q2 | $513K | Hold |
3,410
| – | – | 0.16% | 75 |
|
|
2024
Q1 | $532K | Buy |
3,410
+16
| +0.5% | +$2.35K | 0.17% | 75 |
|
|
2023
Q4 | $492K | Buy |
3,394
+26
| +0.8% | +$3.49K | 0.18% | 72 |
|
|
2023
Q3 | $441K | Sell |
3,368
-78
| -2% | -$10.8K | 0.18% | 73 |
|
|
2023
Q2 | $477K | Buy |
3,446
+19
| +0.6% | +$2.53K | 0.19% | 70 |
|
|
2023
Q1 | $459K | Buy |
3,427
+18
| +0.5% | +$2.5K | 0.19% | 72 |
|
|
2022
Q4 | $461K | Sell |
3,409
-72
| -2% | -$9.66K | 0.21% | 71 |
|
|
2022
Q3 | $424K | Buy |
3,481
+20
| +0.6% | +$2.71K | 0.19% | 75 |
|
|
2022
Q2 | $448K | Buy |
3,461
+171
| +5% | +$24.2K | 0.19% | 77 |
|
|
2022
Q1 | $492K | Sell |
3,290
-373
| -10% | -$54.9K | 0.2% | 77 |
|
|
2021
Q4 | $551K | Buy |
3,663
+21
| +0.6% | +$3.08K | 0.23% | 73 |
|
|
2021
Q3 | $508K | Sell |
3,642
-256
| -7% | -$36.4K | 0.21% | 76 |
|
|
2021
Q2 | $548K | Buy |
3,898
+19
| +0.5% | +$2.69K | 0.23% | 69 |
|
|
2021
Q1 | $523K | Buy |
3,879
+16
| +0.4% | +$2.05K | 0.23% | 64 |
|
|
2020
Q4 | $460K | Buy |
3,863
+193
| +5% | +$21.6K | 0.22% | 62 |
|
|
2020
Q3 | $372K | Buy |
3,670
+25
| +0.7% | +$2.53K | 0.22% | 59 |
|
|
2020
Q2 | $349K | Buy |
3,645
+263
| +8% | +$24.1K | 0.25% | 46 |
|
|
2020
Q1 | $275K | Buy |
3,382
+31
| +0.9% | +$3.34K | 0.27% | 39 |
|
|
2019
Q4 | $399K | Buy |
3,351
+24
| +0.7% | +$2.77K | 0.41% | 37 |
|
|
2019
Q3 | $376K | Buy |
3,327
+248
| +8% | +$27.5K | 0.43% | 35 |
|
|
2019
Q2 | $343K | Buy |
3,079
+15
| +0.5% | +$1.64K | 0.38% | 38 |
|
|
2019
Q1 | $3.31K | Hold |
3,064
| – | – | 0.36% | 37 |
|
|
2018
Q4 | $292K | Buy |
3,064
+252
| +9% | +$26.5K | 0.29% | 42 |
|
|
2018
Q3 | $318K | Sell |
2,812
-61
| -2% | -$6.93K | 0.3% | 40 |
|
|
2018
Q2 | $317K | Buy |
2,873
+103
| +4% | +$11.4K | 0.3% | 41 |
|
|
2018
Q1 | $303K | Buy |
2,770
+13
| +0.5% | +$1.46K | 0.33% | 40 |
|
|
2017
Q4 | $308K | Buy |
2,757
+240
| +10% | +$26K | 0.3% | 43 |
|
|
2017
Q3 | $266K | Buy |
2,517
+168
| +7% | +$17.5K | 0.2% | 55 |
|
|
2017
Q2 | $242K | Buy |
+2,349
| New | +$240K | 0.18% | 59 |
|
Other funds holding VOE
EWA
WP Advisors's VOE Position: Q2 2026 in Review
WP Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 32% in Q2 2026, selling an estimated $222K and leaving 2,413 shares worth $477K. The position accounts for 0.12% of the portfolio, ranked #76.
WP Advisors first reported a position in VOE in Q2 2017 and has held it in 37 quarters since. The position peaked at $656K in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- WP Advisors held 2,413 shares of Vanguard Morningstar Mid-Cap Value ETF worth $477K as of Q2 2026.
- WP Advisors sold 1,146 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $222K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of WP Advisors's portfolio in Q2 2026, its #76 holding.
- WP Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 37 quarters since.
- WP Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $656K in Q1 2026.
- 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.