Csenge Advisory Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Csenge Advisory 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	$1.67M	Sell	8,441 -233	-3%	-$45.1K	0.07%	230
2026 Q1	$1.6M	Buy	8,674 +6	+0.1%	+$1.12K	0.07%	221
2025 Q4	$1.54M	Sell	8,668 -97	-1%	-$17K	0.07%	226
2025 Q3	$1.53M	Sell	8,765 -1,505	-15%	-$256K	0.07%	210
2025 Q2	$1.66M	Sell	10,270 -447	-4%	-$70.8K	0.09%	189
2025 Q1	$1.62M	Sell	10,717 -675	-6%	-$110K	0.09%	176
2024 Q4	$1.84M	Buy	11,392 +98	+0.9%	+$16.5K	0.1%	158
2024 Q3	$1.89M	Buy	11,294 +469	+4%	+$74.6K	0.1%	156
2024 Q2	$1.63M	Buy	10,825 +2,384	+28%	+$362K	0.09%	168
2024 Q1	$1.32M	Buy	8,441 +2,256	+36%	+$331K	0.07%	210
2023 Q4	$897K	Buy	6,185 +1,315	+27%	+$177K	0.06%	255
2023 Q3	$638K	Buy	4,870 +120	+3%	+$16.6K	0.04%	309
2023 Q2	$657K	Sell	4,750 -107	-2%	-$14.3K	0.04%	309
2023 Q1	$651K	Buy	4,857 +14	+0.3%	+$1.94K	0.05%	284
2022 Q4	$655K	Sell	4,843 -689	-12%	-$92.4K	0.05%	287
2022 Q3	$674K	Sell	5,532 -2,493	-31%	-$337K	0.06%	274
2022 Q2	$1.04M	Buy	8,025 +477	+6%	+$67.5K	0.09%	199
2022 Q1	$1.13M	Buy	7,548 +4,610	+157%	+$678K	0.09%	196
2021 Q4	$417K	Sell	2,938 -223	-7%	-$32.7K	0.04%	379
2021 Q3	$448K	Buy	3,161 +223	+8%	+$31.7K	0.04%	391
2021 Q2	$417K	Buy	+2,938	New	+$415K	0.04%	380
2020 Q2	–	Sell	-2,888	Closed	-$235K	–	422
2020 Q1	$235K	Buy	2,888 +421	+17%	+$45.3K	0.06%	253
2019 Q4	$294K	Sell	2,467 -264	-10%	-$30.4K	0.07%	225
2019 Q3	$309K	Buy	+2,731	New	+$303K	0.08%	200
2018 Q4	–	Sell	-65	Closed	-$6K	–	1455
2018 Q3	$6K	Sell	65 -2,038	-97%	-$232K	﹤0.01%	596
2018 Q2	$234K	Sell	2,103 -38	-2%	-$4.21K	0.09%	216
2018 Q1	$234K	Buy	+2,141	New	+$241K	0.08%	228
2017 Q4	–	Sell	-2,693	Closed	-$284K	–	287
2017 Q3	$284K	Buy	+2,693	New	+$280K	0.11%	175

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

Csenge Advisory Group's VOE Position: Q2 2026 in Review

Csenge Advisory Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.7% in Q2 2026, selling an estimated $45.1K and leaving 8,441 shares worth $1.67M. The position accounts for 0.07% of the portfolio, ranked #230.

Csenge Advisory Group first reported a position in VOE in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.89M in Q3 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Csenge Advisory Group held 8,441 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.67M as of Q2 2026.
Csenge Advisory Group sold 233 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $45.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Csenge Advisory Group's portfolio in Q2 2026, its #230 holding.
Csenge Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2017 and has held it in 28 quarters since.
Csenge Advisory Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.89M in Q3 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.