Advocate Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Advocate Group’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	$410K	Buy	+2,099	New	+$429K	0.06%	98

Other funds holding VOE

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

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

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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Advocate Group's VOE Position: Q3 2026 in Review

Advocate Group opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026: 2,099 shares worth $410K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

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

Advocate Group held 2,099 shares of Vanguard Morningstar Mid-Cap Value ETF worth $410K as of Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Advocate Group position in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.06% of Advocate Group's portfolio in Q3 2026, its #98 holding.
424 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.