FFA
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Farther Finance Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Farther Finance 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 		$4.87M Sell
24,922
-8,866
-26% -$1.81M 0.03% 438
2026
Q2 		$6.68M Buy
33,788
+3,278
+11% +$634K 0.05% 318
2026
Q1 		$5.63M Buy
30,510
+527
+2% +$98.5K 0.05% 317
2025
Q4 		$5.32M Buy
29,983
+1,304
+5% +$228K 0.06% 294
2025
Q3 		$5.01M Buy
28,679
+23,600
+465% +$4.02M 0.08% 222
2025
Q2 		$835K Sell
5,079
-972
-16% -$154K 0.02% 677
2025
Q1 		$972K Sell
6,051
-3,767
-38% -$616K 0.02% 515
2024
Q4 		$1.59M Buy
9,818
+3,725
+61% +$628K 0.06% 258
2024
Q3 		$1.02M Buy
6,093
+5,088
+506% +$809K 0.04% 344
2024
Q2 		$150K Buy
1,005
+351
+54% +$53.3K 0.01% 963
2024
Q1 		$101K Sell
654
-161
-20% -$23.6K 0.01% 939
2023
Q4 		$118K Sell
815
-26
-3% -$3.49K 0.01% 735
2023
Q3 		$110K Buy
841
+69
+9% +$9.56K 0.02% 520
2023
Q2 		$107K Buy
772
+195
+34% +$26K 0.02% 442
2023
Q1 		$77.4K Buy
577
+12
+2% +$1.67K 0.02% 479
2022
Q4 		$76.4K Buy
+565
New +$75.8K 0.03% 389

Other funds holding VOE

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Farther Finance Advisors's VOE Position: Q3 2026 in Review

Farther Finance Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 26% in Q3 2026, selling an estimated $1.81M and leaving 24,922 shares worth $4.87M. The position accounts for 0.03% of the portfolio, ranked #438.

Farther Finance Advisors first reported a position in VOE in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.68M in Q2 2026. 52 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • Farther Finance Advisors held 24,922 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.87M as of Q3 2026.
  • Farther Finance Advisors sold 8,866 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $1.81M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #438 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.68M in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.