Dynamic Advisor Solutions
VOE icon

Dynamic Advisor Solutions’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Dynamic Advisor Solutions’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 		$773K Buy
3,956
+381
+11% +$77.9K 0.02% 527
2026
Q2 		$706K Buy
3,575
+19
+0.5% +$3.68K 0.02% 578
2026
Q1 		$655K Buy
3,556
+127
+4% +$23.7K 0.02% 564
2025
Q4 		$608K Sell
3,429
-80
-2% -$14K 0.02% 579
2025
Q3 		$613K Buy
3,509
+7
+0.2% +$1.19K 0.02% 573
2025
Q2 		$576K Buy
3,502
+1,540
+78% +$244K 0.02% 573
2025
Q1 		$315K Buy
+1,962
New +$321K 0.01% 696
2024
Q4 		– Sell
-2,486
Closed -$417K – 894
2024
Q3 		$417K Sell
2,486
-263
-10% -$41.8K 0.01% 654
2024
Q2 		$414K Sell
2,749
-881
-24% -$134K 0.01% 673
2024
Q1 		$566K Buy
3,630
+173
+5% +$25.4K 0.02% 577
2023
Q4 		$498K Buy
3,457
+387
+13% +$52K 0.02% 578
2023
Q3 		$402K Sell
3,070
-84
-3% -$11.6K 0.02% 574
2023
Q2 		$436K Sell
3,154
-1,255
-28% -$167K 0.02% 529
2023
Q1 		$591K Sell
4,409
-495
-10% -$68.7K 0.03% 434
2022
Q4 		$663K Sell
4,904
-584
-11% -$78.3K 0.05% 376
2022
Q3 		$668K Sell
5,488
-1,220
-18% -$165K 0.05% 326
2022
Q2 		$869K Sell
6,708
-99
-1% -$14K 0.07% 274
2022
Q1 		$1.02M Sell
6,807
-1,567
-19% -$230K 0.07% 261
2021
Q4 		$1.26M Buy
8,374
+1,315
+19% +$193K 0.09% 234
2021
Q3 		$986K Sell
7,059
-235
-3% -$33.4K 0.07% 290
2021
Q2 		$1.02M Sell
7,294
-726
-9% -$103K 0.08% 273
2021
Q1 		$1.08M Buy
8,020
+1,034
+15% +$132K 0.1% 237
2020
Q4 		$831K Buy
6,986
+3,470
+99% +$389K 0.08% 270
2020
Q3 		$356K Buy
3,516
+1,021
+41% +$103K 0.04% 382
2020
Q2 		$239K Buy
+2,495
New +$229K 0.03% 428

Other funds holding VOE

Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Dynamic Advisor Solutions's VOE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 11% in Q3 2026, buying an estimated $77.9K and bringing the position to 3,956 shares worth $773K. The position accounts for 0.02% of the portfolio, ranked #527.

Dynamic Advisor Solutions first reported a position in VOE in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.26M in Q4 2021. 274 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Dynamic Advisor Solutions held 3,956 shares of Vanguard Morningstar Mid-Cap Value ETF worth $773K as of Q3 2026.
  • Dynamic Advisor Solutions bought 381 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $77.9K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #527 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2020 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.26M in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.