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Blom & Howell Financial Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Blom & Howell Financial Planning’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 		$238K Sell
1,203
-13
-1% -$2.52K 0.2% 57
2026
Q1 		$224K Sell
1,216
-36
-3% -$6.72K 0.22% 56
2025
Q4 		$222K Buy
+1,252
New +$219K 0.22% 57

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Blom & Howell Financial Planning's VOE Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.1% in Q2 2026, selling an estimated $2.52K and leaving 1,203 shares worth $238K. The position accounts for 0.2% of the portfolio, ranked #57.

Blom & Howell Financial Planning first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Blom & Howell Financial Planning held 1,203 shares of Vanguard Morningstar Mid-Cap Value ETF worth $238K as of Q2 2026.
  • Blom & Howell Financial Planning sold 13 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.52K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.2% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #57 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.