Action Point Financial Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Action Point Financial Planning’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	$332K	Buy	+1,686	New	+$326K	0.03%	335

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

Action Point Financial Planning's VOE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,686 shares worth $332K. The stake represents 0.03% of the portfolio and ranks #335 among its holdings.

1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Action Point Financial Planning held 1,686 shares of Vanguard Morningstar Mid-Cap Value ETF worth $332K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #335 holding.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.