Advance Capital Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Advance Capital Management’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 Q1	$204K	Buy	+1,106	New	+$207K	0.01%	171

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advance Capital Management's VOE Position: Q1 2026 in Review

Advance Capital Management opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026: 1,106 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings.

1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Advance Capital Management held 1,106 shares of Vanguard Morningstar Mid-Cap Value ETF worth $204K as of Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Advance Capital Management position in Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #171 holding.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.