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

Florida Financial Advisors’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	$223K	Sell	1,127 -357	-24%	-$69.1K	0.04%	328
2026 Q1	$273K	Buy	+1,484	New	+$277K	0.07%	268
2025 Q3	–	Sell	-1,248	Closed	-$205K	–	302
2025 Q2	$205K	Buy	+1,248	New	+$198K	0.07%	252
2025 Q1	–	Sell	-1,379	Closed	-$223K	–	259
2024 Q4	$223K	Sell	1,379 -15	-1%	-$2.53K	0.1%	180
2024 Q3	$234K	Buy	+1,394	New	+$222K	0.12%	156

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

Florida Financial Advisors's VOE Position: Q2 2026 in Review

Florida Financial Advisors reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 24% in Q2 2026, selling an estimated $69.1K and leaving 1,127 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #328.

Florida Financial Advisors first reported a position in VOE in Q3 2024 and has held it in 5 quarters since. The position peaked at $273K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Florida Financial Advisors held 1,127 shares of Vanguard Morningstar Mid-Cap Value ETF worth $223K as of Q2 2026.
Florida Financial Advisors sold 357 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $69.1K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.04% of Florida Financial Advisors's portfolio in Q2 2026, its #328 holding.
Florida Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
Florida Financial Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $273K in Q1 2026.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.