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

DHJJ 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 Q2	$2.77K	Hold	14	–	–	﹤0.01%	717
2026 Q1	$2.58K	Hold	14	–	–	﹤0.01%	723
2025 Q4	$2.48K	Sell	14 -19	-58%	-$3.33K	﹤0.01%	694
2025 Q3	$5.76K	Hold	33	–	–	﹤0.01%	597
2025 Q2	$5.43K	Hold	33	–	–	﹤0.01%	593
2025 Q1	$5.3K	Hold	33	–	–	﹤0.01%	562
2024 Q4	$5.34K	Hold	33	–	–	﹤0.01%	549
2024 Q3	$5.53K	Hold	33	–	–	﹤0.01%	541
2024 Q2	$4.96K	Hold	33	–	–	﹤0.01%	509
2024 Q1	$5.15K	Buy	33 +19	+136%	+$2.79K	﹤0.01%	499
2023 Q4	$2.03K	Hold	14	–	–	﹤0.01%	542
2023 Q3	$1.83K	Buy	+14	New	+$1.94K	﹤0.01%	548

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

DHJJ Financial Advisors's VOE Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 14 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

DHJJ Financial Advisors first reported a position in VOE in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.76K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

DHJJ Financial Advisors held 14 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.77K as of Q2 2026.
DHJJ Financial Advisors left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #717 holding.
DHJJ Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.76K in Q3 2025.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.