Cambridge Financial Group (Arizona)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Cambridge Financial Group (Arizona)’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	$730K	Sell	3,693 -244	-6%	-$47.2K	0.23%	73
2026 Q1	$725K	Sell	3,937 -1,140	-22%	-$213K	0.25%	73
2025 Q4	$883K	Buy	5,077 +513	+11%	+$89.8K	0.31%	64
2025 Q3	$797K	Buy	4,564 +18	+0.4%	+$3.06K	0.26%	75
2025 Q2	$748K	Sell	4,546 -768	-14%	-$122K	0.28%	62
2025 Q1	$847K	Buy	5,314 +38	+0.7%	+$6.21K	0.36%	55
2024 Q4	$854K	Buy	5,276 +916	+21%	+$155K	0.36%	53
2024 Q3	$731K	Buy	4,360 +498	+13%	+$79.2K	0.3%	64
2024 Q2	$581K	Sell	3,862 -18	-0.5%	-$2.73K	0.27%	69
2024 Q1	$605K	Buy	3,880 +62	+2%	+$9.1K	0.29%	67
2023 Q4	$554K	Buy	+3,818	New	+$513K	0.29%	65

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s VOE Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.2% in Q2 2026, selling an estimated $47.2K and leaving 3,693 shares worth $730K. The position accounts for 0.23% of the portfolio, ranked #73.

Cambridge Financial Group (Arizona) first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $883K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Cambridge Financial Group (Arizona) held 3,693 shares of Vanguard Morningstar Mid-Cap Value ETF worth $730K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 244 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $47.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.23% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #73 holding.
Cambridge Financial Group (Arizona) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $883K in Q4 2025.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.