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

Cahill 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 		$1.25M Buy
6,338
+48
+0.8% +$9.29K 0.12% 118
2026
Q1 		$1.16M Buy
6,290
+22
+0.4% +$4.11K 0.13% 122
2025
Q4 		$1.11M Buy
6,268
+47
+0.8% +$8.23K 0.12% 116
2025
Q3 		$1.09M Sell
6,221
-241
-4% -$41K 0.12% 119
2025
Q2 		$1.06M Buy
6,462
+372
+6% +$58.9K 0.13% 112
2025
Q1 		$978K Sell
6,090
-621
-9% -$102K 0.13% 117
2024
Q4 		$1.09M Buy
6,711
+182
+3% +$30.7K 0.15% 114
2024
Q3 		$1.09M Buy
6,529
+202
+3% +$32.1K 0.15% 107
2024
Q2 		$952K Sell
6,327
-237
-4% -$36K 0.13% 127
2024
Q1 		$1.02M Buy
6,564
+1,451
+28% +$213K 0.14% 120
2023
Q4 		$741K Sell
5,113
-208
-4% -$27.9K 0.11% 138
2023
Q3 		$697K Buy
5,321
+56
+1% +$7.76K 0.12% 139
2023
Q2 		$729K Buy
5,265
+57
+1% +$7.6K 0.12% 136
2023
Q1 		$698K Buy
5,208
+38
+0.7% +$5.27K 0.12% 137
2022
Q4 		$699K Sell
5,170
-1,866
-27% -$250K 0.13% 136
2022
Q3 		$857K Buy
7,036
+403
+6% +$54.6K 0.18% 116
2022
Q2 		$859K Buy
6,633
+111
+2% +$15.7K 0.18% 112
2022
Q1 		$976K Buy
6,522
+2,019
+45% +$297K 0.18% 112
2021
Q4 		$677K Buy
4,503
+1,056
+31% +$155K 0.13% 139
2021
Q3 		$481K Sell
3,447
-345
-9% -$49K 0.1% 155
2021
Q2 		$533K Buy
3,792
+15
+0.4% +$2.12K 0.12% 148
2021
Q1 		$509K Sell
3,777
-455
-11% -$58.3K 0.12% 135
2020
Q4 		$503K Buy
4,232
+2,144
+103% +$240K 0.13% 132
2020
Q3 		$212K Buy
+2,088
New +$212K 0.08% 158

Other funds holding VOE

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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

Cahill Financial Advisors's VOE Position: Q2 2026 in Review

Cahill Financial Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.76% in Q2 2026, buying an estimated $9.29K and bringing the position to 6,338 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #118.

Cahill Financial Advisors first reported a position in VOE in Q3 2020 and has held it in 24 quarters since. 996 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Cahill Financial Advisors held 6,338 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.25M as of Q2 2026.
  • Cahill Financial Advisors bought 48 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $9.29K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of Cahill Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Cahill Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 996 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.