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

Financial Guidance 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	$2.21M	Sell	11,165 -1,250	-10%	-$242K	0.83%	35
2026 Q1	$2.29M	Sell	12,415 -1,185	-9%	-$221K	0.92%	35
2025 Q4	$2.41M	Sell	13,600 -202	-1%	-$35.4K	0.99%	32
2025 Q3	$2.41M	Sell	13,802 -1,549	-10%	-$264K	1.08%	31
2025 Q2	$2.52M	Sell	15,351 -470	-3%	-$74.4K	1.23%	29
2025 Q1	$2.54M	Sell	15,821 -779	-5%	-$127K	1.37%	25
2024 Q4	$2.69M	Sell	16,600 -1,977	-11%	-$333K	1.47%	22
2024 Q3	$3.11M	Sell	18,577 -4,942	-21%	-$786K	1.82%	18
2024 Q2	$3.54M	Sell	23,519 -5,958	-20%	-$904K	2.17%	14
2024 Q1	$4.6M	Sell	29,477 -1,890	-6%	-$277K	2.98%	13
2023 Q4	$4.55M	Sell	31,367 -2,700	-8%	-$363K	3.16%	12
2023 Q3	$4.46M	Sell	34,067 -615	-2%	-$85.2K	3.36%	12
2023 Q2	$4.8M	Sell	34,682 -2,018	-5%	-$269K	3.53%	12
2023 Q1	$4.92M	Sell	36,700 -2,550	-6%	-$354K	3.74%	11
2022 Q4	$5.31M	Sell	39,250 -1,511	-4%	-$203K	4.32%	8
2022 Q3	$4.96M	Sell	40,761 -1,400	-3%	-$190K	3.98%	9
2022 Q2	$5.46M	Sell	42,161 -2,431	-5%	-$344K	4.29%	9
2022 Q1	$6.67M	Buy	+44,592	New	+$6.56M	4.59%	8

Other funds holding VOE

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

Financial Guidance Group reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 10% in Q2 2026, selling an estimated $242K and leaving 11,165 shares worth $2.21M. The position accounts for 0.83% of the portfolio, ranked #35.

Financial Guidance Group first reported a position in VOE in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.67M in Q1 2022. 622 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Financial Guidance Group held 11,165 shares of Vanguard Morningstar Mid-Cap Value ETF worth $2.21M as of Q2 2026.
Financial Guidance Group sold 1,250 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $242K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.83% of Financial Guidance Group's portfolio in Q2 2026, its #35 holding.
Financial Guidance Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
Financial Guidance Group's Vanguard Morningstar Mid-Cap Value ETF position peaked at $6.67M in Q1 2022.
622 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.