Atticus Wealth Management
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Atticus Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Atticus Wealth Management’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 		$312K Buy
1,594
+174
+12% +$35.6K 0.07% 154
2026
Q2 		$281K Buy
1,420
+68
+5% +$13.2K 0.07% 160
2026
Q1 		$249K Sell
1,352
-43
-3% -$8.03K 0.07% 163
2025
Q4 		$247K Sell
1,395
-72
-5% -$12.6K 0.06% 179
2025
Q3 		$256K Buy
1,467
+56
+4% +$9.5K 0.06% 180
2025
Q2 		$232K Buy
1,411
+235
+20% +$37.2K 0.06% 153
2025
Q1 		$189K Sell
1,176
-144
-11% -$23.5K 0.06% 121
2024
Q4 		$214K Sell
1,320
-39
-3% -$6.58K 0.07% 114
2024
Q3 		$228K Sell
1,359
-443
-25% -$70.4K 0.07% 112
2024
Q2 		$271K Sell
1,802
-437
-20% -$66.3K 0.09% 97
2024
Q1 		$349K Sell
2,239
-800
-26% -$117K 0.11% 84
2023
Q4 		$441K Sell
3,039
-433
-12% -$58.2K 0.16% 77
2023
Q3 		$455K Buy
3,472
+14
+0.4% +$1.94K 0.17% 76
2023
Q2 		$478K Sell
3,458
-1,467
-30% -$196K 0.18% 79
2023
Q1 		$660K Sell
4,925
-2,495
-34% -$346K 0.25% 62
2022
Q4 		$1M Buy
7,420
+1,617
+28% +$217K 0.41% 46
2022
Q3 		$752K Hold
5,803
– – 0.36% 43
2022
Q2 		$752K Buy
5,803
+2,756
+90% +$390K 0.31% 55
2022
Q1 		$456K Buy
3,047
+196
+7% +$28.8K 0.17% 93
2021
Q4 		$429K Buy
2,851
+108
+4% +$15.9K 0.17% 82
2021
Q3 		$383K Hold
2,743
– – 0.17% 73
2021
Q2 		$385K Buy
2,743
+19
+0.7% +$2.68K 0.17% 81
2021
Q1 		$367K Buy
2,724
+25
+0.9% +$3.2K 0.17% 77
2020
Q4 		$321K Buy
2,699
+1,469
+119% +$165K 0.16% 77
2020
Q3 		$125K Hold
1,230
– – 0.07% 116
2020
Q2 		$118K Hold
1,230
– – 0.08% 115
2020
Q1 		$100K Sell
1,230
-205
-14% -$22.1K 0.08% 118
2019
Q4 		$171K Buy
+1,435
New +$165K 0.11% 95

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Atticus Wealth Management's VOE Position: Q3 2026 in Review

Atticus Wealth Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 12% in Q3 2026, buying an estimated $35.6K and bringing the position to 1,594 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #154.

Atticus Wealth Management first reported a position in VOE in Q4 2019 and has held it in 28 quarters since. The position peaked at $1M in Q4 2022. 853 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Atticus Wealth Management held 1,594 shares of Vanguard Morningstar Mid-Cap Value ETF worth $312K as of Q3 2026.
  • Atticus Wealth Management bought 174 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $35.6K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Atticus Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Atticus Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1M in Q4 2022.
  • 853 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.