Financial Gravity Asset Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Financial Gravity Asset Management’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	$22.6K	Buy	123 +1	+0.8%	+$187	﹤0.01%	433
2025 Q4	$21.7K	Hold	122	–	–	﹤0.01%	367
2025 Q3	$21.3K	Buy	+122	New	+$20.8K	﹤0.01%	422
2025 Q1	$30.7K	Buy	+191	New	+$31.2K	0.01%	402
2024 Q2	$28.7K	Sell	191 -117	-38%	-$17.8K	0.01%	332
2024 Q1	$44.7K	Hold	308	–	–	0.01%	266
2023 Q4	$44.7K	Buy	+308	New	+$41.4K	0.01%	266
2021 Q3	$35K	Hold	245	–	–	0.02%	674
2021 Q2	$34K	Buy	+245	New	+$34.6K	0.01%	680
2020 Q4	$28K	Buy	+237	New	+$26.5K	0.03%	114
2019 Q4	$21K	Buy	180 +7	+4%	+$807	0.01%	1000
2019 Q3	$20K	Hold	173	–	–	0.02%	456
2019 Q2	$19K	Hold	173	–	–	0.02%	491
2019 Q1	$19K	Buy	+173	New	+$18.2K	0.02%	453
2018 Q3	$19K	Buy	178 +173	+3,460%	+$19.7K	0.02%	480
2018 Q2	$1K	Buy	+5	New	+$554	﹤0.01%	1296

Other funds holding VOE

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Financial Gravity Asset Management's VOE Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.82% in Q1 2026, buying an estimated $187 and bringing the position to 123 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Financial Gravity Asset Management first reported a position in VOE in Q2 2018 and has held it in 16 quarters since. The position peaked at $44.7K in Q1 2024. 1,226 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Financial Gravity Asset Management held 123 shares of Vanguard Morningstar Mid-Cap Value ETF worth $22.6K as of Q1 2026.
Financial Gravity Asset Management bought 1 Vanguard Morningstar Mid-Cap Value ETF share in Q1 2026, an estimated $187.
Vanguard Morningstar Mid-Cap Value ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #433 holding.
Financial Gravity Asset Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $44.7K in Q1 2024.
1,226 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.