Avantax Planning Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.88M | Sell |
50,008
-2,391
| -5% | -$463K | 0.25% | 66 |
|
|
2026
Q1 | $9.66M | Sell |
52,399
-914
| -2% | -$171K | 0.27% | 66 |
|
|
2025
Q4 | $9.46M | Sell |
53,313
-996
| -2% | -$174K | 0.26% | 61 |
|
|
2025
Q3 | $9.48M | Sell |
54,309
-2,046
| -4% | -$348K | 0.27% | 60 |
|
|
2025
Q2 | $9.27M | Buy |
56,355
+10,015
| +22% | +$1.59M | 0.29% | 60 |
|
|
2025
Q1 | $7.44M | Buy |
46,340
+4,022
| +10% | +$658K | 0.26% | 69 |
|
|
2024
Q4 | $6.85M | Sell |
42,318
-1,793
| -4% | -$302K | 0.25% | 67 |
|
|
2024
Q3 | $7.4M | Sell |
44,111
-30,928
| -41% | -$4.92M | 0.27% | 66 |
|
|
2024
Q2 | $11.3M | Sell |
75,039
-4,110
| -5% | -$624K | 0.36% | 45 |
|
|
2024
Q1 | $12.3M | Sell |
79,149
-7,756
| -9% | -$1.14M | 0.4% | 41 |
|
|
2023
Q4 | $12.6M | Buy |
86,905
+1,274
| +1% | +$171K | 0.48% | 32 |
|
|
2023
Q3 | $11.2M | Sell |
85,631
-1,681
| -2% | -$233K | 0.47% | 33 |
|
|
2023
Q2 | $12.1M | Buy |
87,312
+4,828
| +6% | +$644K | 0.48% | 32 |
|
|
2023
Q1 | $11.1M | Buy |
82,484
+8,437
| +11% | +$1.17M | 0.45% | 32 |
|
|
2022
Q4 | $10M | Sell |
74,047
-8,989
| -11% | -$1.21M | 0.4% | 33 |
|
|
2022
Q3 | $10.1M | Sell |
83,036
-10,632
| -11% | -$1.44M | 0.46% | 30 |
|
|
2022
Q2 | $12.1M | Buy |
93,668
+39,578
| +73% | +$5.6M | 0.52% | 27 |
|
|
2022
Q1 | $8.1M | Buy |
54,090
+2,325
| +4% | +$342K | 0.32% | 33 |
|
|
2021
Q4 | $7.78M | Buy |
51,765
+572
| +1% | +$84K | 0.32% | 30 |
|
|
2021
Q3 | $7.15M | Buy |
51,193
+24,799
| +94% | +$3.52M | 0.33% | 23 |
|
|
2021
Q2 | $3.71M | Sell |
26,394
-217
| -0.8% | -$30.7K | 0.17% | 48 |
|
|
2021
Q1 | $3.59M | Sell |
26,611
-395
| -1% | -$50.6K | 0.19% | 47 |
|
|
2020
Q4 | $3.21M | Sell |
27,006
-11,421
| -30% | -$1.28M | 0.17% | 48 |
|
|
2020
Q3 | $3.9M | Sell |
38,427
-8,391
| -18% | -$850K | 0.21% | 41 |
|
|
2020
Q2 | $4.48M | Buy |
46,818
+11,864
| +34% | +$1.09M | 0.25% | 36 |
|
|
2020
Q1 | $2.84M | Buy |
34,954
+10,006
| +40% | +$1.08M | 0.2% | 37 |
|
|
2019
Q4 | $2.97M | Buy |
24,948
+19
| +0.1% | +$2.19K | 0.18% | 50 |
|
|
2019
Q3 | $2.82M | Sell |
24,929
-507
| -2% | -$56.3K | 0.17% | 50 |
|
|
2019
Q2 | $2.86M | Sell |
25,436
-1,747
| -6% | -$191K | 0.19% | 46 |
|
|
2019
Q1 | $2.93M | Sell |
27,183
-31,898
| -54% | -$3.35M | 0.2% | 50 |
|
|
2018
Q4 | $5.63M | Buy |
59,081
+58,733
| +16,877% | +$6.17M | 0.42% | 22 |
|
|
2018
Q3 | $39K | Buy |
+348
| New | +$39.5K | ﹤0.01% | 544 |
|
|
2018
Q2 | – | Sell |
-347
| Closed | -$38K | – | 1447 |
|
|
2018
Q1 | $38K | Buy |
+347
| New | +$39K | ﹤0.01% | 584 |
|
|
2017
Q4 | – | Sell |
-8,870
| Closed | -$937K | – | 361 |
|
|
2017
Q3 | $937K | Buy |
8,870
+1
| +0% | +$104 | 0.07% | 128 |
|
|
2017
Q2 | $912K | Sell |
8,869
-10
| -0.1% | -$1.02K | 0.08% | 117 |
|
|
2017
Q1 | $905K | Buy |
+8,879
| New | +$895K | 0.08% | 117 |
|
Other funds holding VOE
EWA
Avantax Planning Partners's VOE Position: Q2 2026 in Review
Avantax Planning Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 4.6% in Q2 2026, selling an estimated $463K and leaving 50,008 shares worth $9.88M. The position accounts for 0.25% of the portfolio, ranked #66.
Avantax Planning Partners first reported a position in VOE in Q1 2017 and has held it in 36 quarters since. The position peaked at $12.6M in Q4 2023. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.
- Avantax Planning Partners held 50,008 shares of Vanguard Morningstar Mid-Cap Value ETF worth $9.88M as of Q2 2026.
- Avantax Planning Partners sold 2,391 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $463K.
- Vanguard Morningstar Mid-Cap Value ETF made up 0.25% of Avantax Planning Partners's portfolio in Q2 2026, its #66 holding.
- Avantax Planning Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2017 and has held it in 36 quarters since.
- Avantax Planning Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $12.6M in Q4 2023.
- 1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.