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Yarger Wealth Strategies’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Yarger Wealth Strategies’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 		$732K Buy
3,635
+17
+0.5% +$3.29K 0.26% 67
2026
Q1 		$667K Sell
3,618
-145
-4% -$27.1K 0.27% 64
2025
Q4 		$667K Buy
3,763
+38
+1% +$6.65K 0.29% 60
2025
Q3 		$650K Buy
3,725
+82
+2% +$14K 0.3% 56
2025
Q2 		$599K Hold
3,643
– – 0.31% 57
2025
Q1 		$585K Buy
3,643
+24
+0.7% +$3.92K 0.34% 50
2024
Q4 		$585K Sell
3,619
-436
-11% -$73.5K 0.34% 47
2024
Q3 		$680K Buy
4,055
+43
+1% +$6.84K 0.38% 42
2024
Q2 		$604K Hold
4,012
– – 0.36% 44
2024
Q1 		$626K Buy
4,012
+70
+2% +$10.3K 0.43% 41
2023
Q4 		$572K Buy
3,942
+30
+0.8% +$4.03K 0.46% 35
2023
Q3 		$512K Buy
3,912
+21
+0.5% +$2.91K 0.44% 36
2023
Q2 		$538K Sell
3,891
-1,754
-31% -$234K 0.48% 35
2023
Q1 		$757K Sell
5,645
-1,005
-15% -$139K 0.83% 27
2022
Q4 		$899K Buy
6,650
+53
+0.8% +$7.11K 1.11% 21
2022
Q3 		$803K Buy
6,597
+2,356
+56% +$319K 1.06% 20
2022
Q2 		$556K Buy
4,241
+19
+0.5% +$2.69K 0.72% 28
2022
Q1 		$632K Buy
4,222
+19
+0.5% +$2.79K 0.82% 27
2021
Q4 		$632K Buy
+4,203
New +$617K 0.68% 31

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Yarger Wealth Strategies's VOE Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.47% in Q2 2026, buying an estimated $3.29K and bringing the position to 3,635 shares worth $732K. The position accounts for 0.26% of the portfolio, ranked #67.

Yarger Wealth Strategies first reported a position in VOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $899K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Yarger Wealth Strategies held 3,635 shares of Vanguard Morningstar Mid-Cap Value ETF worth $732K as of Q2 2026.
  • Yarger Wealth Strategies bought 17 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $3.29K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.26% of Yarger Wealth Strategies's portfolio in Q2 2026, its #67 holding.
  • Yarger Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Yarger Wealth Strategies's Vanguard Morningstar Mid-Cap Value ETF position peaked at $899K in Q4 2022.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.