Financial Partners Group (Kansas)’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Financial Partners Group (Kansas)’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	$215K	Hold	1,089	–	–	0.02%	237
2026 Q1	$201K	Buy	1,089 +1	+0.1%	+$187	0.02%	225
2025 Q4	$201K	Buy	+1,088	New	+$190K	0.02%	223
2025 Q2	–	Sell	-1,675	Closed	-$269K	–	213
2025 Q1	$269K	Sell	1,675 -231	-12%	-$37.8K	0.04%	152
2024 Q4	$308K	Buy	+1,906	New	+$322K	0.05%	138

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Partners Group (Kansas)'s VOE Position: Q2 2026 in Review

Financial Partners Group (Kansas) held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,089 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #237.

Financial Partners Group (Kansas) first reported a position in VOE in Q4 2024 and has held it in 5 quarters since. The position peaked at $308K in Q4 2024. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Financial Partners Group (Kansas) held 1,089 shares of Vanguard Morningstar Mid-Cap Value ETF worth $215K as of Q2 2026.
Financial Partners Group (Kansas) left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #237 holding.
Financial Partners Group (Kansas) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
Financial Partners Group (Kansas)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $308K in Q4 2024.
1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.