CGFA
VOE icon

Colton Groome Financial Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Colton Groome Financial Advisors’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 		$365K Sell
1,868
-14
-0.7% -$2.86K 0.09% 110
2026
Q2 		$372K Buy
+1,882
New +$364K 0.09% 115

Other funds holding VOE

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Colton Groome Financial Advisors's VOE Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.74% in Q3 2026, selling an estimated $2.86K and leaving 1,868 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #110.

Colton Groome Financial Advisors first reported a position in VOE in Q2 2026 and has held it in 2 quarters since. The position peaked at $372K in Q2 2026. 52 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Colton Groome Financial Advisors held 1,868 shares of Vanguard Morningstar Mid-Cap Value ETF worth $365K as of Q3 2026.
  • Colton Groome Financial Advisors sold 14 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $2.86K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.09% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #110 holding.
  • Colton Groome Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Colton Groome Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $372K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.