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Rothwell Investment Advisors, LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Rothwell Investment Advisors, 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 		$2.44K Buy
+12
New +$2.45K ﹤0.01% 1012

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SYM Financial Corp
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US Bancorp
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McAdam LLC
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Rothwell Investment Advisors, LLC's VOE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026: 12 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings.

808 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 12 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.44K as of Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1012 holding.
  • 808 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.