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Financial Freedom LLC’s Vanguard Morningstar 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
Q2 		$517K Buy
2,617
+7
+0.3% +$1.35K 0.24% 65
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Freedom LLC's VOE Position: Q2 2026 in Review

Financial Freedom LLC increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.27% in Q2 2026, buying an estimated $1.35K and bringing the position to 2,617 shares worth $517K. The position accounts for 0.24% of the portfolio, ranked #65.

Financial Freedom LLC first reported a position in VOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $580K in Q4 2023. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Financial Freedom LLC held 2,617 shares of Vanguard Morningstar Mid-Cap Value ETF worth $517K as of Q2 2026.
  • Financial Freedom LLC bought 7 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.35K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.24% of Financial Freedom LLC's portfolio in Q2 2026, its #65 holding.
  • Financial Freedom LLC first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Vanguard Morningstar Mid-Cap Value ETF position peaked at $580K in Q4 2023.
  • 1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.