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

Financial Symmetry’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 		$1.09M Buy
5,496
+26
+0.5% +$5.03K 0.36% 24
2026
Q1 		$1.07M Buy
5,470
+56
+1% +$10.5K 0.38% 23
2025
Q4 		$960K Buy
+5,414
New +$948K 0.39% 23

Other funds holding VOE

AssetMark Inc
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Financial Symmetry's VOE Position: Q2 2026 in Review

Financial Symmetry increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.48% in Q2 2026, buying an estimated $5.03K and bringing the position to 5,496 shares worth $1.09M. The position accounts for 0.36% of the portfolio, ranked #24.

Financial Symmetry first reported a position in VOE in Q4 2025 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Financial Symmetry held 5,496 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.09M as of Q2 2026.
  • Financial Symmetry bought 26 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.03K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.36% of Financial Symmetry's portfolio in Q2 2026, its #24 holding.
  • Financial Symmetry first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.