DiNuzzo Private Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

DiNuzzo Private Wealth’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	$83.1K	Hold	425	–	–	0.01%	117
2026 Q2	$84K	Hold	425	–	–	0.01%	120
2026 Q1	$78.3K	Hold	425	–	–	0.01%	115
2025 Q4	$75.4K	Hold	425	–	–	0.01%	120
2025 Q3	$73.4K	Hold	425	–	–	0.01%	115
2025 Q2	$69.9K	Hold	425	–	–	0.01%	118
2025 Q1	$68.2K	Hold	425	–	–	0.01%	117
2024 Q4	$68.8K	Hold	425	–	–	0.01%	116
2024 Q3	$71.3K	Hold	425	–	–	0.01%	119
2024 Q2	$63.9K	Hold	425	–	–	0.01%	92
2024 Q1	$66.3K	Hold	425	–	–	0.01%	81
2023 Q4	$61.6K	Buy	+425	New	+$57.1K	0.01%	81

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

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

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

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

DiNuzzo Private Wealth's VOE Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 425 shares worth $83.1K. The position accounts for 0.01% of the portfolio, ranked #117.

DiNuzzo Private Wealth first reported a position in VOE in Q4 2023 and has held it in 12 quarters since. The position peaked at $84K in Q2 2026. 498 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

DiNuzzo Private Wealth held 425 shares of Vanguard Morningstar Mid-Cap Value ETF worth $83.1K as of Q3 2026.
DiNuzzo Private Wealth left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #117 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Vanguard Morningstar Mid-Cap Value ETF position peaked at $84K in Q2 2026.
498 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.