FC Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

FC Advisory’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	$1.12M	Buy	5,738 +358	+7%	+$73.2K	0.29%	51
2026 Q2	$1.06M	Sell	5,380 -215	-4%	-$41.6K	0.28%	54
2026 Q1	$1.03M	Buy	5,595 +50	+0.9%	+$9.34K	0.3%	48
2025 Q4	$984K	Sell	5,545 -83	-1%	-$14.5K	0.28%	53
2025 Q3	$982K	Buy	5,628 +439	+8%	+$74.7K	0.29%	52
2025 Q2	$853K	Sell	5,189 -310	-6%	-$49.1K	0.26%	57
2025 Q1	$883K	Buy	5,499 +323	+6%	+$52.8K	0.3%	49
2024 Q4	$837K	Sell	5,176 -222	-4%	-$37.4K	0.28%	51
2024 Q3	$905K	Buy	5,398 +410	+8%	+$65.2K	0.3%	48
2024 Q2	$750K	Sell	4,988 -223	-4%	-$33.8K	0.28%	49
2024 Q1	$812K	Buy	5,211 +50	+1%	+$7.34K	0.3%	47
2023 Q4	$748K	Sell	5,161 -828	-14%	-$111K	0.29%	46
2023 Q3	$784K	Buy	5,989 +179	+3%	+$24.8K	0.33%	44
2023 Q2	$804K	Buy	5,810 +212	+4%	+$28.3K	0.33%	43
2023 Q1	$751K	Buy	5,598 +1,461	+35%	+$203K	0.33%	42
2022 Q4	$559K	Buy	4,137 +1,614	+64%	+$217K	0.26%	50
2022 Q3	$307K	Sell	2,523 -910	-27%	-$123K	0.16%	70
2022 Q2	$445K	Buy	3,433 +43	+1%	+$6.08K	0.21%	56
2022 Q1	$507K	Buy	3,390 +136	+4%	+$20K	0.22%	43
2021 Q4	$489K	Sell	3,254 -189	-5%	-$27.8K	0.2%	47
2021 Q3	$481K	Buy	3,443 +100	+3%	+$14.2K	0.21%	44
2021 Q2	$470K	Buy	3,343 +638	+24%	+$90.2K	0.21%	42
2021 Q1	$365K	Buy	2,705 +401	+17%	+$51.3K	0.18%	50
2020 Q4	$274K	Buy	2,304 +302	+15%	+$33.8K	0.14%	55
2020 Q3	$203K	Buy	+2,002	New	+$203K	0.11%	59
2020 Q1	–	Sell	-2,599	Closed	-$307K	–	60
2019 Q4	$307K	Buy	2,599 +6	+0.2%	+$691	0.18%	45
2019 Q3	$291K	Buy	2,593 +4	+0.2%	+$444	0.18%	44
2019 Q2	$291K	Buy	2,589 +8	+0.3%	+$876	0.18%	42
2019 Q1	$278K	Buy	2,581 +142	+6%	+$14.9K	0.18%	42
2018 Q4	$232K	Buy	2,439 +13	+0.5%	+$1.36K	0.16%	43
2018 Q3	$274K	Hold	2,426	–	–	0.17%	39
2018 Q2	$268K	Buy	+2,426	New	+$269K	0.17%	39

Other funds holding VOE

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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

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

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

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

FC Advisory's VOE Position: Q3 2026 in Review

FC Advisory increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.7% in Q3 2026, buying an estimated $73.2K and bringing the position to 5,738 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #51.

FC Advisory first reported a position in VOE in Q2 2018 and has held it in 32 quarters since. 52 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

FC Advisory held 5,738 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.12M as of Q3 2026.
FC Advisory bought 358 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $73.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.29% of FC Advisory's portfolio in Q3 2026, its #51 holding.
FC Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and has held it in 32 quarters since.
52 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.