Elite Financial’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Elite Financial’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	$2.53M	Hold	12,936	–	–	1.01%	18
2026 Q2	$2.56M	Buy	12,936 +120	+0.9%	+$23.2K	1.03%	16
2026 Q1	$2.36M	Buy	12,816 +700	+6%	+$131K	1.06%	18
2025 Q4	$2.15M	Buy	12,116 +3,355	+38%	+$587K	0.98%	17
2025 Q3	$1.53M	Buy	8,761 +1,335	+18%	+$227K	0.7%	20
2025 Q2	$1.24M	Buy	7,426 +732	+11%	+$116K	0.61%	24
2025 Q1	$1.07M	Buy	6,694 +17	+0.3%	+$2.78K	0.57%	23
2024 Q4	$1.08M	Buy	+6,677	New	+$1.13M	0.59%	21

Other funds holding VOE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Elite Financial's VOE Position: Q3 2026 in Review

Elite Financial held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q3 2026 at 12,936 shares worth $2.53M. The position accounts for 1.01% of the portfolio, ranked #18.

Elite Financial first reported a position in VOE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.56M in Q2 2026. 1,160 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Elite Financial held 12,936 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.53M as of Q3 2026.
Elite Financial left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 1.01% of Elite Financial's portfolio in Q3 2026, its #18 holding.
Elite Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Elite Financial's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.56M in Q2 2026.
1,160 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Elite Financial's 13F filing for Q3 2026, filed 12 Nov 2026.