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 Q3	$1.07M	Sell	5,490 -125	-2%	-$25.6K	0.21%	41
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 $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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DDFG Inc's VOE Position: Q3 2026 in Review

DDFG Inc reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.2% in Q3 2026, selling an estimated $25.6K and leaving 5,490 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #41.

DDFG Inc first reported a position in VOE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.88M in Q4 2022. 627 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

DDFG Inc held 5,490 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.07M as of Q3 2026.
DDFG Inc sold 125 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $25.6K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.21% of DDFG Inc's portfolio in Q3 2026, its #41 holding.
DDFG Inc first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
DDFG Inc's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.88M in Q4 2022.
627 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.