Diversify Advisory Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$598K Sell
2,913
-379
-12% -$77.5K 0.01% 857
2026
Q2
$676K Buy
+3,292
New +$637K 0.01% 776
2026
Q1
– Sell
-2,839
Closed -$526K – 843
2025
Q4
$526K Sell
2,839
-126
-4% -$22.1K 0.02% 588
2025
Q3
$510K Buy
2,965
+113
+4% +$19.2K 0.02% 559
2025
Q2
$483K Sell
2,852
-345
-11% -$54.6K 0.02% 542
2025
Q1
$498K Sell
3,197
-778
-20% -$127K 0.03% 360
2024
Q4
$633K Buy
3,975
+1,054
+36% +$178K 0.03% 313
2024
Q3
$491K Sell
2,921
-94
-3% -$14.9K 0.03% 381
2024
Q2
$451K Sell
3,015
-146
-5% -$22.2K 0.02% 403
2024
Q1
$489K Buy
+3,161
New +$464K 0.03% 436

Other funds holding VOE

Diversify Advisory Services's VOE Position: Q3 2026 in Review

Diversify Advisory Services reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 12% in Q3 2026, selling an estimated $77.5K and leaving 2,913 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #857.

Diversify Advisory Services first reported a position in VOE in Q1 2024 and has held it in 10 quarters since. The position peaked at $676K in Q2 2026. 348 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Diversify Advisory Services held 2,913 shares of Vanguard Morningstar Mid-Cap Value ETF worth $598K as of Q3 2026.
  • Diversify Advisory Services sold 379 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $77.5K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #857 holding.
  • Diversify Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Diversify Advisory Services's Vanguard Morningstar Mid-Cap Value ETF position peaked at $676K in Q2 2026.
  • 348 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.