Elevation Wealth Partners
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Elevation Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Elevation Wealth Partners’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 		$429K Buy
2,194
+7
+0.3% +$1.43K 0.12% 93
2026
Q2 		$432K Sell
2,187
-279
-11% -$54K 0.13% 90
2026
Q1 		$454K Sell
2,466
-87
-3% -$16.3K 0.16% 79
2025
Q4 		$453K Sell
2,553
-55
-2% -$9.6K 0.16% 78
2025
Q3 		$455K Buy
2,608
+87
+3% +$14.8K 0.16% 80
2025
Q2 		$415K Sell
2,521
-425
-14% -$67.3K 0.16% 80
2025
Q1 		$473K Hold
2,946
– – 0.2% 71
2024
Q4 		$477K Sell
2,946
-755
-20% -$127K 0.2% 71
2024
Q3 		$621K Hold
3,701
– – 0.27% 56
2024
Q2 		$557K Buy
3,701
+250
+7% +$37.9K 0.26% 59
2024
Q1 		$538K Sell
3,451
-2,135
-38% -$313K 0.27% 63
2023
Q4 		$732K Buy
+5,586
New +$750K 0.44% 48

Other funds holding VOE

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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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 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

Elevation Wealth Partners's VOE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.32% in Q3 2026, buying an estimated $1.43K and bringing the position to 2,194 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #93.

Elevation Wealth Partners first reported a position in VOE in Q4 2023 and has held it in 12 quarters since. The position peaked at $732K in Q4 2023. 498 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Elevation Wealth Partners held 2,194 shares of Vanguard Morningstar Mid-Cap Value ETF worth $429K as of Q3 2026.
  • Elevation Wealth Partners bought 7 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $1.43K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.12% of Elevation Wealth Partners's portfolio in Q3 2026, its #93 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $732K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.