Chapman Financial Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Chapman Financial Group’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	$157K	Hold	793	–	–	0.1%	138
2026 Q1	$146K	Sell	793 -96	-11%	-$17.9K	0.1%	142
2025 Q4	$158K	Hold	889	–	–	0.11%	139
2025 Q3	$155K	Sell	889 -288	-24%	-$49K	0.11%	143
2025 Q2	$194K	Buy	+1,177	New	+$186K	0.16%	104
2024 Q4	$209K	Buy	+1,294	New	+$218K	0.17%	102

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

Chapman Financial Group's VOE Position: Q2 2026 in Review

Chapman Financial Group held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 793 shares worth $157K. The position accounts for 0.1% of the portfolio, ranked #138.

Chapman Financial Group first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $209K in Q4 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Chapman Financial Group held 793 shares of Vanguard Morningstar Mid-Cap Value ETF worth $157K as of Q2 2026.
Chapman Financial Group left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Chapman Financial Group's portfolio in Q2 2026, its #138 holding.
Chapman Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Chapman Financial Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $209K in Q4 2024.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.