Barnes Pettey Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Barnes Pettey Financial Advisors’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	$325K	Buy	1,644 +27	+2%	+$5.22K	0.1%	134
2026 Q1	$298K	Buy	1,617 +21	+1%	+$3.92K	0.13%	126
2025 Q4	$283K	Sell	1,596 -347	-18%	-$60.7K	0.14%	114
2025 Q3	$339K	Buy	1,943 +344	+22%	+$58.5K	0.19%	95
2025 Q2	$263K	Buy	1,599 +12	+0.8%	+$1.9K	0.18%	88
2025 Q1	$255K	Buy	1,587 +8	+0.5%	+$1.31K	0.2%	82
2024 Q4	$255K	Hold	1,579	–	–	0.2%	82
2024 Q3	$265K	Buy	1,579 +1	+0.1%	+$159	0.21%	79
2024 Q2	$237K	Buy	+1,578	New	+$239K	0.2%	80

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

Barnes Pettey Financial Advisors's VOE Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.7% in Q2 2026, buying an estimated $5.22K and bringing the position to 1,644 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #134.

Barnes Pettey Financial Advisors first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. The position peaked at $339K in Q3 2025. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Barnes Pettey Financial Advisors held 1,644 shares of Vanguard Morningstar Mid-Cap Value ETF worth $325K as of Q2 2026.
Barnes Pettey Financial Advisors bought 27 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.22K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #134 holding.
Barnes Pettey Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Barnes Pettey Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $339K in Q3 2025.
850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.