Clune & Associates’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Clune & Associates’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	$204K	Sell	1,041 -658	-39%	-$135K	0.03%	161
2026 Q2	$336K	Sell	1,699 -199	-10%	-$38.5K	0.05%	137
2026 Q1	$350K	Buy	1,898 +8	+0.4%	+$1.5K	0.07%	128
2025 Q4	$335K	Sell	1,890 -43	-2%	-$7.53K	0.07%	128
2025 Q3	$337K	Buy	1,933 +8	+0.4%	+$1.36K	0.08%	116
2025 Q2	$317K	Buy	1,925 +378	+24%	+$59.9K	0.09%	118
2025 Q1	$248K	Buy	1,547 +38	+3%	+$6.21K	0.08%	124
2024 Q4	$244K	Buy	+1,509	New	+$255K	0.08%	125

Other funds holding VOE

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Clune & Associates's VOE Position: Q3 2026 in Review

Clune & Associates reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 39% in Q3 2026, selling an estimated $135K and leaving 1,041 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #161.

Clune & Associates first reported a position in VOE in Q4 2024 and has held it in 8 quarters since. The position peaked at $350K in Q1 2026. 424 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Clune & Associates held 1,041 shares of Vanguard Morningstar Mid-Cap Value ETF worth $204K as of Q3 2026.
Clune & Associates sold 658 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $135K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Clune & Associates's portfolio in Q3 2026, its #161 holding.
Clune & Associates first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard Morningstar Mid-Cap Value ETF position peaked at $350K in Q1 2026.
424 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.