Cascade Financial Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Cascade Financial Partners’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	$3.31M	Sell	16,749 -408	-2%	-$78.9K	0.29%	65
2026 Q1	$3.16M	Sell	17,157 -265	-2%	-$49.5K	0.33%	63
2025 Q4	$3.09M	Sell	17,422 -437	-2%	-$76.5K	0.31%	63
2025 Q3	$3.12M	Hold	17,859	–	–	0.36%	59
2025 Q2	$2.94M	Buy	17,859 +455	+3%	+$72K	0.35%	58
2025 Q1	$2.79M	Hold	17,404	–	–	0.35%	56
2024 Q4	$2.82M	Buy	17,404 +1,980	+13%	+$334K	0.37%	53
2024 Q3	$2.59M	Buy	15,424 +150	+1%	+$23.8K	0.32%	56
2024 Q2	$2.3M	Buy	15,274 +483	+3%	+$73.3K	0.3%	58
2024 Q1	$2.21M	Buy	+14,791	New	+$2.17M	0.32%	55

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

Cascade Financial Partners's VOE Position: Q2 2026 in Review

Cascade Financial Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.4% in Q2 2026, selling an estimated $78.9K and leaving 16,749 shares worth $3.31M. The position accounts for 0.29% of the portfolio, ranked #65.

Cascade Financial Partners first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Cascade Financial Partners held 16,749 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.31M as of Q2 2026.
Cascade Financial Partners sold 408 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $78.9K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.29% of Cascade Financial Partners's portfolio in Q2 2026, its #65 holding.
Cascade Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.