First National Bank of Mount Dora’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

First National Bank of Mount Dora’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	$1.58M	Hold	7,974	–	–	0.32%	63
2026 Q1	$1.47M	Hold	7,974	–	–	0.32%	64
2025 Q4	$1.41M	Hold	7,974	–	–	0.31%	60
2025 Q3	$1.39M	Hold	7,974	–	–	0.31%	61
2025 Q2	$1.31M	Hold	7,974	–	–	0.3%	60
2025 Q1	$1.28M	Hold	7,974	–	–	0.31%	61
2024 Q4	$1.29M	Hold	7,974	–	–	0.3%	67
2024 Q3	$1.34M	Hold	7,974	–	–	0.3%	71
2024 Q2	$1.2M	Hold	7,974	–	–	0.29%	73
2024 Q1	$1.24M	Hold	7,974	–	–	0.3%	73
2023 Q4	$1.16M	Hold	7,974	–	–	0.31%	66
2023 Q3	$1.04M	Hold	7,974	–	–	0.31%	66
2023 Q2	$1.1M	Hold	7,974	–	–	0.31%	68
2023 Q1	$1.07M	Hold	7,974	–	–	0.32%	65
2022 Q4	$1.08M	Hold	7,974	–	–	0.36%	64
2022 Q3	$971K	Hold	7,974	–	–	0.34%	64
2022 Q2	$1.03M	Hold	7,974	–	–	0.36%	64
2022 Q1	$1.19M	Hold	7,974	–	–	0.36%	65
2021 Q4	$1.2M	Hold	7,974	–	–	0.35%	63
2021 Q3	$1.11M	Hold	7,974	–	–	0.37%	64
2021 Q2	$1.12M	Hold	7,974	–	–	0.37%	62
2021 Q1	$1.07M	Buy	7,974 +300	+4%	+$38.4K	0.37%	63
2020 Q4	$913K	Hold	7,674	–	–	0.33%	63
2020 Q3	$778K	Hold	7,674	–	–	0.32%	64
2020 Q2	$734K	Hold	7,674	–	–	0.33%	67
2020 Q1	$624K	Hold	7,674	–	–	0.33%	64
2019 Q4	$915K	Hold	7,674	–	–	0.39%	60
2019 Q3	$867K	Hold	7,674	–	–	0.4%	60
2019 Q2	$854K	Hold	7,674	–	–	0.39%	56
2019 Q1	$828K	Hold	7,674	–	–	0.36%	64
2018 Q4	$731K	Hold	7,674	–	–	0.36%	62
2018 Q3	$868K	Hold	7,674	–	–	0.37%	64
2018 Q2	$848K	Hold	7,674	–	–	0.38%	59
2018 Q1	$839K	Hold	7,674	–	–	0.39%	59
2017 Q4	$856K	Buy	+7,674	New	+$831K	0.38%	57

Other funds holding VOE

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

First National Bank of Mount Dora's VOE Position: Q2 2026 in Review

First National Bank of Mount Dora held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 7,974 shares worth $1.58M. The position accounts for 0.32% of the portfolio, ranked #63.

First National Bank of Mount Dora first reported a position in VOE in Q4 2017 and has held it in 35 quarters since. 827 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

First National Bank of Mount Dora held 7,974 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.58M as of Q2 2026.
First National Bank of Mount Dora left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.32% of First National Bank of Mount Dora's portfolio in Q2 2026, its #63 holding.
First National Bank of Mount Dora first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 35 quarters since.
827 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.