FFG
VOE icon

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

Fiduciary Financial 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 		$647K Sell
3,272
-14
-0.4% -$2.71K 0.07% 156
2026
Q1 		$606K Buy
3,286
+14
+0.4% +$2.62K 0.08% 151
2025
Q4 		$580K Buy
3,272
+158
+5% +$27.7K 0.08% 147
2025
Q3 		$544K Buy
3,114
+57
+2% +$9.7K 0.09% 140
2025
Q2 		$509K Buy
3,057
+106
+4% +$16.8K 0.09% 135
2025
Q1 		$436K Sell
2,951
-2
-0.1% -$327 0.09% 135
2024
Q4 		$470K Sell
2,953
-283
-9% -$47.7K 0.1% 124
2024
Q3 		$536K Sell
3,236
-570
-15% -$90.6K 0.12% 99
2024
Q2 		$601K Buy
+3,806
New +$578K 0.15% 90

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Fiduciary Financial Group's VOE Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.43% in Q2 2026, selling an estimated $2.71K and leaving 3,272 shares worth $647K. The position accounts for 0.07% of the portfolio, ranked #156.

Fiduciary Financial Group first reported a position in VOE in Q2 2024 and has held it in 9 quarters since. 619 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Fiduciary Financial Group held 3,272 shares of Vanguard Morningstar Mid-Cap Value ETF worth $647K as of Q2 2026.
  • Fiduciary Financial Group sold 14 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.71K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Fiduciary Financial Group's portfolio in Q2 2026, its #156 holding.
  • Fiduciary Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.