Financial Freedom LLC’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Financial Freedom LLC’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 Q1	$481K	Buy	2,610 +9	+0.3%	+$1.68K	0.24%	66
2025 Q4	$461K	Buy	2,601 +995	+62%	+$174K	0.23%	66
2025 Q3	$280K	Buy	1,606 +3	+0.2%	+$510	0.14%	85
2025 Q2	$264K	Hold	1,603	–	–	0.14%	91
2025 Q1	$257K	Buy	1,603 +4	+0.3%	+$654	0.15%	86
2024 Q4	$259K	Buy	1,599 +4	+0.3%	+$675	0.14%	83
2024 Q3	$267K	Sell	1,595 -64	-4%	-$10.2K	0.14%	83
2024 Q2	$249K	Sell	1,659 -1,856	-53%	-$282K	0.14%	90
2024 Q1	$548K	Sell	3,515 -484	-12%	-$71.1K	0.32%	55
2023 Q4	$580K	Buy	3,999 +20	+0.5%	+$2.69K	0.37%	53
2023 Q3	$521K	Sell	3,979 -58	-1%	-$8.03K	0.37%	50
2023 Q2	$559K	Sell	4,037 -23	-0.6%	-$3.07K	0.39%	49
2023 Q1	$544K	Buy	4,060 +13	+0.3%	+$1.8K	0.4%	44
2022 Q4	$547K	Buy	+4,047	New	+$543K	0.37%	42

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Freedom LLC's VOE Position: Q1 2026 in Review

Financial Freedom LLC increased its Vanguard Mid-Cap Value ETF (VOE) stake by 0.35% in Q1 2026, buying an estimated $1.68K and bringing the position to 2,610 shares worth $481K. The position accounts for 0.24% of the portfolio, ranked #66.

Financial Freedom LLC first reported a position in VOE in Q4 2022 and has held it in 14 quarters since. The position peaked at $580K in Q4 2023. 1,218 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Financial Freedom LLC held 2,610 shares of Vanguard Mid-Cap Value ETF worth $481K as of Q1 2026.
Financial Freedom LLC bought 9 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.68K.
Vanguard Mid-Cap Value ETF made up 0.24% of Financial Freedom LLC's portfolio in Q1 2026, its #66 holding.
Financial Freedom LLC first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Mid-Cap Value ETF position peaked at $580K in Q4 2023.
1,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.