DDFG Inc’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

DDFG Inc’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	$1.11M	Sell	5,615 -155	-3%	-$30K	0.22%	39
2026 Q1	$1.06M	Sell	5,770 -54	-0.9%	-$10.1K	0.23%	38
2025 Q4	$1.03M	Sell	5,824 -60	-1%	-$10.5K	0.23%	38
2025 Q3	$1.03M	Sell	5,884 -122	-2%	-$20.8K	0.24%	37
2025 Q2	$988K	Sell	6,006 -7	-0.1%	-$1.11K	0.25%	36
2025 Q1	$965K	Sell	6,013 -15	-0.2%	-$2.45K	0.27%	34
2024 Q4	$975K	Sell	6,028 -24	-0.4%	-$4.05K	0.28%	35
2024 Q3	$1.01M	Sell	6,052 -3	-0%	-$477	0.29%	32
2024 Q2	$911K	Sell	6,055 -46	-0.8%	-$6.98K	0.28%	31
2024 Q1	$951K	Sell	6,101 -6,703	-52%	-$984K	0.3%	31
2023 Q4	$1.86M	Sell	12,804 -44	-0.3%	-$5.91K	0.63%	23
2023 Q3	$1.68M	Sell	12,848 -693	-5%	-$96K	0.62%	23
2023 Q2	$1.87M	Sell	13,541 -81	-0.6%	-$10.8K	0.69%	25
2023 Q1	$1.83M	Sell	13,622 -310	-2%	-$43K	0.71%	25
2022 Q4	$1.88M	Buy	+13,932	New	+$1.87M	0.78%	26

Other funds holding VOE

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

DDFG Inc's VOE Position: Q2 2026 in Review

DDFG Inc reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.7% in Q2 2026, selling an estimated $30K and leaving 5,615 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #39.

DDFG Inc first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q4 2022. 654 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

DDFG Inc held 5,615 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.11M as of Q2 2026.
DDFG Inc sold 155 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $30K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.22% of DDFG Inc's portfolio in Q2 2026, its #39 holding.
DDFG Inc first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
DDFG Inc's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.88M in Q4 2022.
654 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.