Certified Advisory Corp
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Certified Advisory Corp’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Certified Advisory Corp’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
Q3 		– Sell
-1,017
Closed -$201K – 342
2026
Q2 		$201K Sell
1,017
-100
-9% -$19.3K 0.02% 323
2026
Q1 		$206K Buy
+1,117
New +$209K 0.02% 308
2024
Q4 		– Sell
-1,232
Closed -$207K – 308
2024
Q3 		$207K Sell
1,232
-803
-39% -$128K 0.02% 287
2024
Q2 		$306K Hold
2,035
– – 0.04% 229
2024
Q1 		$317K Sell
2,035
-413
-17% -$60.6K 0.04% 218
2023
Q4 		$355K Sell
2,448
-978
-29% -$131K 0.05% 197
2023
Q3 		$449K Sell
3,426
-1,138
-25% -$158K 0.08% 159
2023
Q2 		$632K Sell
4,564
-455
-9% -$60.7K 0.12% 139
2023
Q1 		$673K Sell
5,019
-632
-11% -$87.7K 0.12% 152
2022
Q4 		$764K Sell
5,651
-1,228
-18% -$165K 0.15% 136
2022
Q3 		$838K Buy
6,879
+1,342
+24% +$182K 0.19% 120
2022
Q2 		$717K Buy
5,537
+865
+19% +$122K 0.16% 130
2022
Q1 		$699K Buy
4,672
+17
+0.4% +$2.5K 0.15% 133
2021
Q4 		$700K Buy
4,655
+21
+0.5% +$3.08K 0.15% 134
2021
Q3 		$647K Buy
4,634
+157
+4% +$22.3K 0.16% 136
2021
Q2 		$629K Sell
4,477
-85
-2% -$12K 0.16% 137
2021
Q1 		$615K Buy
+4,562
New +$584K 0.16% 126
2020
Q2 		$435K Sell
4,546
-2,205
-33% -$202K 0.14% 131
2020
Q1 		$549K Buy
6,751
+1,814
+37% +$195K 0.22% 103
2019
Q4 		$588K Buy
4,937
+425
+9% +$49K 0.19% 106
2019
Q3 		$510K Buy
4,512
+5
+0.1% +$555 0.18% 107
2019
Q2 		$502K Buy
4,507
+10
+0.2% +$1.1K 0.19% 105
2019
Q1 		$485K Buy
4,497
+369
+9% +$38.7K 0.2% 100
2018
Q4 		$393K Sell
4,128
-1,689
-29% -$177K 0.2% 102
2018
Q3 		$658K Buy
5,817
+387
+7% +$44K 0.3% 76
2018
Q2 		$600K Buy
5,430
+823
+18% +$91.1K 0.33% 75
2018
Q1 		$503K Buy
4,607
+1,692
+58% +$190K 0.3% 80
2017
Q4 		$325K Buy
+2,915
New +$315K 0.23% 85

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Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Certified Advisory Corp's VOE Position: Q3 2026 in Review

Certified Advisory Corp sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026, closing a stake of 1,017 shares — an estimated $201K sold.

Certified Advisory Corp first reported a position in VOE in Q4 2017 and held it in 28 quarters. The position peaked at $838K in Q3 2022. 681 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Certified Advisory Corp reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Certified Advisory Corp sold 1,017 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $201K.
  • Certified Advisory Corp first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and held it in 28 quarters.
  • Certified Advisory Corp's Vanguard Morningstar Mid-Cap Value ETF position peaked at $838K in Q3 2022.
  • 681 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.