Atwood & Palmer’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Atwood & Palmer’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	$362K	Hold	1,831	–	–	0.02%	132
2026 Q1	$337K	Buy	+1,831	New	+$342K	0.02%	131
2022 Q2	–	Sell	-194	Closed	-$29K	–	453
2022 Q1	$29K	Hold	194	–	–	﹤0.01%	284
2021 Q4	$29K	Hold	194	–	–	﹤0.01%	284
2021 Q3	$27K	Buy	+194	New	+$27.6K	﹤0.01%	280
2021 Q2	–	Sell	-1,490	Closed	-$201K	–	453
2021 Q1	$201K	Hold	1,490	–	–	0.02%	140
2020 Q4	$177K	Hold	1,490	–	–	0.02%	144
2020 Q3	$151K	Hold	1,490	–	–	0.02%	141
2020 Q2	$143K	Hold	1,490	–	–	0.02%	145
2020 Q1	$121K	Hold	1,490	–	–	0.02%	141
2019 Q4	$178K	Hold	1,490	–	–	0.02%	129
2019 Q3	$168K	Buy	+1,490	New	+$166K	0.02%	135

Other funds holding VOE

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

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

OWM

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Atwood & Palmer's VOE Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,831 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #132.

Atwood & Palmer first reported a position in VOE in Q3 2019 and has held it in 12 quarters since. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Atwood & Palmer held 1,831 shares of Vanguard Morningstar Mid-Cap Value ETF worth $362K as of Q2 2026.
Atwood & Palmer 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 Atwood & Palmer's portfolio in Q2 2026, its #132 holding.
Atwood & Palmer first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2019 and has held it in 12 quarters since.
850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.