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Ellenbecker Investment Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Ellenbecker Investment Group’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
Q2 		$263K Buy
1,332
+205
+18% +$39.7K 0.03% 127
2026
Q1 		$208K Sell
1,127
-12
-1% -$2.24K 0.03% 133
2025
Q4 		$202K Buy
+1,139
New +$199K 0.03% 131

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Ellenbecker Investment Group's VOE Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 18% in Q2 2026, buying an estimated $39.7K and bringing the position to 1,332 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #127.

Ellenbecker Investment Group first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 850 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Ellenbecker Investment Group held 1,332 shares of Vanguard Morningstar Mid-Cap Value ETF worth $263K as of Q2 2026.
  • Ellenbecker Investment Group bought 205 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $39.7K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #127 holding.
  • Ellenbecker Investment Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.