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

Armstrong Advisory 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	$137K	Buy	701 +1	+0.1%	+$205	0.01%	301
2026 Q2	$138K	Buy	700 +1	+0.1%	+$193	0.01%	309
2026 Q1	$129K	Buy	699 +1	+0.1%	+$187	0.01%	287
2025 Q4	$124K	Buy	698 +1	+0.1%	+$175	0.01%	285
2025 Q3	$122K	Hold	697	–	–	0.01%	276
2025 Q2	$115K	Sell	697 -99	-12%	-$15.7K	0.01%	272
2025 Q1	$129K	Hold	796	–	–	0.01%	243
2024 Q4	$129K	Sell	796 -63	-7%	-$10.6K	0.01%	243
2024 Q3	$144K	Buy	859 +1	+0.1%	+$159	0.01%	223
2024 Q2	$129K	Sell	858 -75	-8%	-$11.4K	0.01%	229
2024 Q1	$135K	Hold	933	–	–	0.01%	215
2023 Q4	$135K	Hold	933	–	–	0.01%	215
2023 Q3	$122K	Sell	933 -30	-3%	-$4.16K	0.01%	208
2023 Q2	$133K	Buy	963 +98	+11%	+$13.1K	0.01%	209
2023 Q1	$116K	Sell	865 -16	-2%	-$2.22K	0.01%	223
2022 Q4	$119K	Buy	+881	New	+$118K	0.02%	217

Other funds holding VOE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Armstrong Advisory Group's VOE Position: Q3 2026 in Review

Armstrong Advisory Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.14% in Q3 2026, buying an estimated $205 and bringing the position to 701 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #301.

Armstrong Advisory Group first reported a position in VOE in Q4 2022 and has held it in 16 quarters since. The position peaked at $144K in Q3 2024. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Armstrong Advisory Group held 701 shares of Vanguard Morningstar Mid-Cap Value ETF worth $137K as of Q3 2026.
Armstrong Advisory Group bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q3 2026, an estimated $205.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #301 holding.
Armstrong Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $144K in Q3 2024.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.