Aspiriant LLC’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Aspiriant LLC’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	$761K	Hold	3,849	–	–	0.02%	201
2026 Q1	$709K	Hold	3,849	–	–	0.02%	186
2025 Q4	$683K	Buy	3,849 +177	+5%	+$31K	0.02%	186
2025 Q3	$641K	Hold	3,672	–	–	0.02%	183
2025 Q2	$604K	Hold	3,672	–	–	0.02%	184
2025 Q1	$590K	Hold	3,672	–	–	0.02%	175
2024 Q4	$594K	Sell	3,672 -88	-2%	-$14.8K	0.02%	175
2024 Q3	$630K	Hold	3,760	–	–	0.02%	176
2024 Q2	$566K	Buy	3,760 +2,056	+121%	+$312K	0.02%	182
2024 Q1	$266K	Sell	1,704 -14	-0.8%	-$2.06K	0.01%	270
2023 Q4	$249K	Hold	1,718	–	–	0.01%	264
2023 Q3	$225K	Sell	1,718 -22	-1%	-$3.05K	0.01%	257
2023 Q2	$241K	Sell	1,740 -760	-30%	-$101K	0.01%	254
2023 Q1	$335K	Buy	+2,500	New	+$347K	0.02%	207

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Aspiriant LLC's VOE Position: Q2 2026 in Review

Aspiriant LLC held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 3,849 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #201.

Aspiriant LLC first reported a position in VOE in Q1 2023 and has held it in 14 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Aspiriant LLC held 3,849 shares of Vanguard Morningstar Mid-Cap Value ETF worth $761K as of Q2 2026.
Aspiriant LLC left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #201 holding.
Aspiriant LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.