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

Financial Management Professionals’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 		– Sell
-11,994
Closed -$2.21M – 1101
2026
Q1 		$2.21M Buy
+11,994
New +$2.24M 0.25% 34
2023
Q2 		– Sell
-154
Closed -$21K – 1128
2023
Q1 		$21K Buy
+154
New +$21.4K ﹤0.01% 413

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 Management Professionals's VOE Position: Q2 2026 in Review

Financial Management Professionals sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 11,994 shares — an estimated $2.21M sold.

Financial Management Professionals first reported a position in VOE in Q1 2023 and held it in 2 quarters. The position peaked at $2.21M in Q1 2026. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Financial Management Professionals reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Management Professionals sold 11,994 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.21M.
  • Financial Management Professionals first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2023 and held it in 2 quarters.
  • Financial Management Professionals's Vanguard Morningstar Mid-Cap Value ETF position peaked at $2.21M in Q1 2026.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.