Advisornet Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.56M Buy
7,905
+46
+0.6% +$8.9K 0.07% 208
2026
Q1
$1.45M Sell
7,859
-72
-0.9% -$13.5K 0.08% 208
2025
Q4
$1.41M Buy
7,931
+31
+0.4% +$5.42K 0.07% 208
2025
Q3
$1.38M Sell
7,900
-77
-1% -$13.1K 0.08% 207
2025
Q2
$1.31M Buy
7,977
+34
+0.4% +$5.38K 0.08% 204
2025
Q1
$1.28M Buy
7,943
+369
+5% +$60.3K 0.09% 206
2024
Q4
$1.23M Sell
7,574
-229
-3% -$38.6K 0.1% 190
2024
Q3
$1.31M Buy
7,803
+39
+0.5% +$6.2K 0.1% 200
2024
Q2
$1.17M Sell
7,764
-323
-4% -$49K 0.11% 190
2024
Q1
$1.26M Sell
8,087
-12,381
-60% -$1.82M 0.12% 177
2023
Q4
$2.97M Buy
20,468
+1,659
+9% +$223K 0.27% 92
2023
Q3
$2.46M Buy
18,809
+1,036
+6% +$143K 0.22% 104
2023
Q2
$2.46M Buy
17,773
+1,103
+7% +$147K 0.21% 114
2023
Q1
$2.23M Buy
16,670
+298
+2% +$41.3K 0.2% 115
2022
Q4
$2.21M Buy
16,372
+721
+5% +$96.7K 0.22% 108
2022
Q3
$1.91M Sell
15,651
-43
-0.3% -$5.82K 0.19% 125
2022
Q2
$2.03M Buy
15,694
+472
+3% +$66.8K 0.2% 123
2022
Q1
$2.28M Buy
15,222
+1,060
+7% +$156K 0.14% 143
2021
Q4
$2.13M Buy
14,162
+10,861
+329% +$1.59M 0.13% 150
2021
Q3
$461K Sell
3,301
-2,803
-46% -$398K 0.03% 377
2021
Q2
$858K Sell
6,104
-69
-1% -$9.75K 0.06% 283
2021
Q1
$832K Sell
6,173
-170
-3% -$21.8K 0.06% 274
2020
Q4
$755K Sell
6,343
-1,845
-23% -$207K 0.06% 267
2020
Q3
$830K Sell
8,188
-1,755
-18% -$178K 0.07% 243
2020
Q2
$952K Sell
9,943
-9,403
-49% -$862K 0.08% 227
2020
Q1
$1.57M Buy
19,346
+2,367
+14% +$255K 0.15% 136
2019
Q4
$2.02M Sell
16,979
-481
-3% -$55.4K 0.17% 123
2019
Q3
$1.97M Sell
17,460
-457
-3% -$50.8K 0.18% 114
2019
Q2
$2M Sell
17,917
-310
-2% -$33.9K 0.22% 104
2019
Q1
$1.97M Sell
18,227
-3,315
-15% -$348K 0.24% 95
2018
Q4
$2.05M Sell
21,542
-4,375
-17% -$459K 0.28% 83
2018
Q3
$2.93M Buy
25,917
+2,384
+10% +$271K 0.37% 54
2018
Q2
$2.6M Buy
23,533
+2,031
+9% +$225K 0.35% 56
2018
Q1
$2.35M Buy
21,502
+94
+0.4% +$10.6K 0.33% 65
2017
Q4
$2.39M Buy
+21,408
New +$2.32M 0.36% 59

Other funds holding VOE

Advisornet Financial's VOE Position: Q2 2026 in Review

Advisornet Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.59% in Q2 2026, buying an estimated $8.9K and bringing the position to 7,905 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #208.

Advisornet Financial first reported a position in VOE in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.97M in Q4 2023. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Advisornet Financial held 7,905 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.56M as of Q2 2026.
  • Advisornet Financial bought 46 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $8.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Advisornet Financial's portfolio in Q2 2026, its #208 holding.
  • Advisornet Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.97M in Q4 2023.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.