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Center for Financial Planning’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Center for 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 		$145K Hold
736
– – 0.01% 202
2026
Q1 		$136K Hold
736
– – 0.01% 203
2025
Q4 		$131K Hold
736
– – 0.01% 201
2025
Q3 		$128K Hold
736
– – 0.01% 203
2025
Q2 		$121K Hold
736
– – 0.01% 200
2025
Q1 		$118K Hold
736
– – 0.02% 188
2024
Q4 		$119K Hold
736
– – 0.02% 188
2024
Q3 		$123K Sell
736
-1
-0.1% -$159 0.02% 174
2024
Q2 		$111K Hold
737
– – 0.02% 173
2024
Q1 		$115K Sell
737
-58
-7% -$8.52K 0.02% 172
2023
Q4 		$115K Hold
795
– – 0.02% 163
2023
Q3 		$104K Sell
795
-115
-13% -$15.9K 0.02% 167
2023
Q2 		$126K Hold
910
– – 0.03% 153
2023
Q1 		$122K Sell
910
-28
-3% -$3.88K 0.03% 151
2022
Q4 		$127K Sell
938
-28
-3% -$3.76K 0.03% 146
2022
Q3 		$118K Sell
966
-27
-3% -$3.65K 0.03% 145
2022
Q2 		$129K Hold
993
– – 0.03% 146
2022
Q1 		$149K Sell
993
-5
-0.5% -$735 0.03% 147
2021
Q4 		$150K Sell
998
-175
-15% -$25.7K 0.03% 146
2021
Q3 		$164K Buy
1,173
+293
+33% +$41.6K 0.04% 138
2021
Q2 		$124K Buy
880
+17
+2% +$2.4K 0.03% 152
2021
Q1 		$116K Sell
863
-138
-14% -$17.7K 0.03% 151
2020
Q4 		$119K Sell
1,001
-1,236
-55% -$138K 0.03% 140
2020
Q3 		$227K Hold
2,237
– – 0.07% 102
2020
Q2 		$214K Sell
2,237
-1,400
-38% -$128K 0.07% 107
2020
Q1 		$296K Sell
3,637
-632
-15% -$68.1K 0.1% 82
2019
Q4 		$509K Buy
+4,269
New +$492K 0.13% 72

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

Center for Financial Planning's VOE Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 736 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #202.

Center for Financial Planning first reported a position in VOE in Q4 2019 and has held it in 27 quarters since. The position peaked at $509K in Q4 2019. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Center for Financial Planning held 736 shares of Vanguard Morningstar Mid-Cap Value ETF worth $145K as of Q2 2026.
  • Center for Financial Planning left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #202 holding.
  • Center for Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Vanguard Morningstar Mid-Cap Value ETF position peaked at $509K in Q4 2019.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.