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

Claris Financial’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 Q1	$222K	Buy	+1,204	New	+$225K	0.12%	156

Other funds holding VOE

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Claris Financial's VOE Position: Q1 2026 in Review

Claris Financial opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q1 2026: 1,204 shares worth $222K. The stake represents 0.12% of the portfolio and ranks #156 among its holdings.

1,225 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Claris Financial held 1,204 shares of Vanguard Morningstar Mid-Cap Value ETF worth $222K as of Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Claris Financial position in Q1 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of Claris Financial's portfolio in Q1 2026, its #156 holding.
1,225 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.