American Financial & Tax Strategies’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

American Financial & Tax Strategies’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	$3.49M	Hold	17,665	–	–	1.58%	23
2026 Q1	$3.26M	Sell	17,665 -406	-2%	-$75.8K	1.58%	22
2025 Q4	$3.21M	Buy	18,071 +238	+1%	+$41.7K	1.6%	23
2025 Q3	$3.11M	Sell	17,833 -292	-2%	-$49.7K	1.55%	24
2025 Q2	$2.98M	Buy	18,125 +65	+0.4%	+$10.3K	1.54%	24
2025 Q1	$2.9M	Sell	18,060 -217	-1%	-$35.5K	1.56%	24
2024 Q4	$2.96M	Buy	18,277 +45	+0.2%	+$7.59K	1.53%	25
2024 Q3	$3.06M	Sell	18,232 -193	-1%	-$30.7K	1.55%	24
2024 Q2	$2.77M	Buy	18,425 +498	+3%	+$75.6K	1.46%	28
2024 Q1	$2.79M	Buy	17,927 +167	+0.9%	+$24.5K	1.5%	28
2023 Q4	$2.58M	Buy	+17,760	New	+$2.39M	1.47%	28

Other funds holding VOE

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

American Financial & Tax Strategies's VOE Position: Q2 2026 in Review

American Financial & Tax Strategies held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 17,665 shares worth $3.49M. The position accounts for 1.58% of the portfolio, ranked #23.

American Financial & Tax Strategies first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,034 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

American Financial & Tax Strategies held 17,665 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.49M as of Q2 2026.
American Financial & Tax Strategies left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 1.58% of American Financial & Tax Strategies's portfolio in Q2 2026, its #23 holding.
American Financial & Tax Strategies first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,034 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.