Diversified Enterprises’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Diversified Enterprises’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	$554K	Sell	2,832 -13	-0.5%	-$2.66K	0.03%	261
2026 Q2	$562K	Sell	2,845 -55	-2%	-$10.6K	0.03%	236
2026 Q1	$534K	Buy	2,900 +39	+1%	+$7.29K	0.03%	229
2025 Q4	$507K	Buy	2,861 +592	+26%	+$104K	0.03%	214
2025 Q3	$396K	Hold	2,269	–	–	0.03%	192
2025 Q2	$373K	Sell	2,269 -146	-6%	-$23.1K	0.03%	200
2025 Q1	$388K	Buy	2,415 +69	+3%	+$11.3K	0.03%	189
2024 Q4	$380K	Buy	2,346 +65	+3%	+$11K	0.04%	156
2024 Q3	$382K	Buy	+2,281	New	+$363K	0.04%	143

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Diversified Enterprises's VOE Position: Q3 2026 in Review

Diversified Enterprises reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.46% in Q3 2026, selling an estimated $2.66K and leaving 2,832 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #261.

Diversified Enterprises first reported a position in VOE in Q3 2024 and has held it in 9 quarters since. The position peaked at $562K in Q2 2026. 585 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Diversified Enterprises held 2,832 shares of Vanguard Morningstar Mid-Cap Value ETF worth $554K as of Q3 2026.
Diversified Enterprises sold 13 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $2.66K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #261 holding.
Diversified Enterprises first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Vanguard Morningstar Mid-Cap Value ETF position peaked at $562K in Q2 2026.
585 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.