FIC
VOE icon

Family Investment Center’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Family Investment Center’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 		$426K Sell
2,154
-5
-0.2% -$967 0.07% 70
2026
Q1 		$398K Sell
2,159
-12
-0.6% -$2.24K 0.08% 57
2025
Q4 		$385K Buy
2,171
+10
+0.5% +$1.75K 0.08% 63
2025
Q3 		$379K Sell
2,161
-2
-0.1% -$340 0.08% 66
2025
Q2 		$357K Buy
2,163
+2
+0.1% +$317 0.08% 61
2025
Q1 		$347K Sell
2,161
-44
-2% -$7.19K 0.08% 58
2024
Q4 		$357K Sell
2,205
-8
-0.4% -$1.35K 0.09% 61
2024
Q3 		$371K Buy
2,213
+48
+2% +$7.63K 0.09% 56
2024
Q2 		$326K Buy
2,165
+37
+2% +$5.62K 0.1% 57
2024
Q1 		$332K Buy
2,128
+47
+2% +$6.9K 0.11% 56
2023
Q4 		$302K Buy
2,081
+227
+12% +$30.5K 0.15% 49
2023
Q3 		$243K Buy
1,854
+8
+0.4% +$1.11K 0.15% 46
2023
Q2 		$255K Sell
1,846
-11
-0.6% -$1.47K 0.16% 41
2023
Q1 		$249K Buy
1,857
+8
+0.4% +$1.11K 0.17% 41
2022
Q4 		$250K Buy
+1,849
New +$248K 0.18% 40

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Family Investment Center's VOE Position: Q2 2026 in Review

Family Investment Center reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.23% in Q2 2026, selling an estimated $967 and leaving 2,154 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #70.

Family Investment Center first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Family Investment Center held 2,154 shares of Vanguard Morningstar Mid-Cap Value ETF worth $426K as of Q2 2026.
  • Family Investment Center sold 5 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $967.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Family Investment Center's portfolio in Q2 2026, its #70 holding.
  • Family Investment Center first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.