Financial Engines Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Financial Engines 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 Q2	$2.11M	Buy	10,662 +40	+0.4%	+$7.74K	﹤0.01%	238
2026 Q1	$1.96M	Buy	10,622 +63	+0.6%	+$11.8K	﹤0.01%	231
2025 Q4	$1.87M	Sell	10,559 -1,006	-9%	-$176K	﹤0.01%	246
2025 Q3	$2.02M	Sell	11,565 -253	-2%	-$43K	﹤0.01%	239
2025 Q2	$1.94M	Buy	11,818 +6	+0.1%	+$950	﹤0.01%	224
2025 Q1	$1.9M	Sell	11,812 -1,289	-10%	-$211K	﹤0.01%	195
2024 Q4	$2.12M	Buy	13,101 +4,256	+48%	+$718K	﹤0.01%	193
2024 Q3	$1.48M	Buy	8,845 +274	+3%	+$43.6K	﹤0.01%	202
2024 Q2	$1.3M	Buy	8,571 +1,449	+20%	+$220K	﹤0.01%	200
2024 Q1	$1.11M	Buy	7,122 +35	+0.5%	+$5.14K	﹤0.01%	191
2023 Q4	$1.03M	Buy	7,087 +355	+5%	+$47.7K	﹤0.01%	183
2023 Q3	$882K	Buy	6,732 +35	+0.5%	+$4.85K	﹤0.01%	175
2023 Q2	$927K	Sell	6,697 -421	-6%	-$56.1K	﹤0.01%	175
2023 Q1	$954K	Buy	7,118 +282	+4%	+$39.1K	﹤0.01%	182
2022 Q4	$925K	Buy	6,836 +212	+3%	+$28.4K	﹤0.01%	176
2022 Q3	$806K	Sell	6,624 -1,336	-17%	-$181K	﹤0.01%	173
2022 Q2	$1.03M	Buy	7,960 +9	+0.1%	+$1.27K	﹤0.01%	155
2022 Q1	$1.19M	Buy	7,951 +943	+13%	+$139K	﹤0.01%	149
2021 Q4	$1.05M	Sell	7,008 -231	-3%	-$33.9K	﹤0.01%	118
2021 Q3	$1.01M	Sell	7,239 -310	-4%	-$44K	﹤0.01%	116
2021 Q2	$1.06M	Sell	7,549 -17	-0.2%	-$2.4K	﹤0.01%	98
2021 Q1	$1.02M	Sell	7,566 -135	-2%	-$17.3K	﹤0.01%	117
2020 Q4	$916K	Sell	7,701 -221	-3%	-$24.8K	﹤0.01%	117
2020 Q3	$803K	Sell	7,922 -29	-0.4%	-$2.94K	﹤0.01%	121
2020 Q2	$761K	Sell	7,951 -16,017	-67%	-$1.47M	﹤0.01%	115
2020 Q1	$1.95M	Buy	+23,968	New	+$2.58M	0.01%	81

Other funds holding VOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Engines Advisors's VOE Position: Q2 2026 in Review

Financial Engines Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.38% in Q2 2026, buying an estimated $7.74K and bringing the position to 10,662 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Financial Engines Advisors first reported a position in VOE in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.12M in Q4 2024. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Financial Engines Advisors held 10,662 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.11M as of Q2 2026.
Financial Engines Advisors bought 40 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $7.74K.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #238 holding.
Financial Engines Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
Financial Engines Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.12M in Q4 2024.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.