Superior Planning, LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Superior Planning, LLC’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 Q3	$40.7K	Buy	+208	New	+$42.5K	0.02%	434

Other funds holding VOE

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Superior Planning, LLC's VOE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026: 208 shares worth $40.7K. The stake represents 0.02% of the portfolio and ranks #434 among its holdings.

1,027 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Superior Planning, LLC held 208 shares of Vanguard Morningstar Mid-Cap Value ETF worth $40.7K as of Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #434 holding.
1,027 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.