D.B. Root & Company
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D.B. Root & Company’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

D.B. Root & Company’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 		$1.76M Buy
+8,983
New +$1.84M 0.38% 41
2018
Q4 		– Sell
-2,030
Closed -$229K – 215
2018
Q3 		$229K Hold
2,030
– – 0.1% 193
2018
Q2 		$224K Buy
+2,030
New +$225K 0.11% 190

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Stephens Group Asset Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

D.B. Root & Company's VOE Position: Q3 2026 in Review

D.B. Root & Company opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026: 8,983 shares worth $1.76M. The stake represents 0.38% of the portfolio and ranks #41 among its holdings. This is a return to the name: D.B. Root & Company previously reported a position in VOE as recently as Q3 2018.

D.B. Root & Company first reported a position in VOE in Q2 2018 and has held it in 3 quarters since. 864 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • D.B. Root & Company held 8,983 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.76M as of Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF was a new D.B. Root & Company position in Q3 2026.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.38% of D.B. Root & Company's portfolio in Q3 2026, its #41 holding.
  • D.B. Root & Company first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and has held it in 3 quarters since.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.