Echo45 Advisors
VOE icon

Echo45 Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Echo45 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
Q3 		$6.7M Buy
34,265
+97
+0.3% +$19.8K 3.05% 8
2026
Q2 		$6.75M Buy
34,168
+969
+3% +$187K 3.49% 8
2026
Q1 		$6.12M Sell
33,199
-64
-0.2% -$12K 3.44% 8
2025
Q4 		$5.9M Buy
33,263
+816
+3% +$143K 3.37% 8
2025
Q3 		$5.66M Buy
32,447
+1,074
+3% +$183K 3.32% 11
2025
Q2 		$5.16M Buy
31,373
+401
+1% +$63.5K 3.25% 11
2025
Q1 		$4.97M Sell
30,972
-152
-0.5% -$24.8K 3.33% 10
2024
Q4 		$5.05M Buy
31,124
+2,902
+10% +$490K 3.32% 11
2024
Q3 		$4.73M Buy
28,222
+1,142
+4% +$182K 3.08% 12
2024
Q2 		$4.07M Sell
27,080
-3,805
-12% -$577K 2.86% 13
2024
Q1 		$4.82M Buy
30,885
+195
+0.6% +$28.6K 3.47% 10
2023
Q4 		$4.45M Buy
30,690
+4,040
+15% +$543K 3.42% 10
2023
Q3 		$3.49M Buy
26,650
+100
+0.4% +$13.8K 2.96% 11
2023
Q2 		$3.67M Buy
26,550
+1,390
+6% +$185K 3.03% 10
2023
Q1 		$3.37M Buy
25,160
+9,611
+62% +$1.33M 2.8% 11
2022
Q4 		$2.1M Buy
15,549
+781
+5% +$105K 1.88% 11
2022
Q3 		$1.8M Buy
14,768
+1,284
+10% +$174K 1.82% 12
2022
Q2 		$1.75M Buy
13,484
+2,986
+28% +$422K 1.65% 11
2022
Q1 		$1.57M Buy
10,498
+3,905
+59% +$574K 1.23% 13
2021
Q4 		$991K Buy
+6,593
New +$968K 0.79% 19

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 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

Echo45 Advisors's VOE Position: Q3 2026 in Review

Echo45 Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.28% in Q3 2026, buying an estimated $19.8K and bringing the position to 34,265 shares worth $6.7M. The position accounts for 3.05% of the portfolio, ranked #8.

Echo45 Advisors first reported a position in VOE in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.75M in Q2 2026. 424 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Echo45 Advisors held 34,265 shares of Vanguard Morningstar Mid-Cap Value ETF worth $6.7M as of Q3 2026.
  • Echo45 Advisors bought 97 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $19.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 3.05% of Echo45 Advisors's portfolio in Q3 2026, its #8 holding.
  • Echo45 Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Echo45 Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.75M in Q2 2026.
  • 424 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.