Florida Financial Advisors’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Florida Financial Advisors's VOE Position: Q1 2026 in Review

Florida Financial Advisors opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 1,484 shares worth $273K. The stake represents 0.07% of the portfolio and ranks #268 among its holdings. This is a return to the name: Florida Financial Advisors previously reported a position in VOE as recently as Q2 2025.

Florida Financial Advisors first reported a position in VOE in Q3 2024 and has held it in 4 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Florida Financial Advisors held 1,484 shares of Vanguard Mid-Cap Value ETF worth $273K as of Q1 2026.
Vanguard Mid-Cap Value ETF was a new Florida Financial Advisors position in Q1 2026.
Vanguard Mid-Cap Value ETF made up 0.07% of Florida Financial Advisors's portfolio in Q1 2026, its #268 holding.
Florida Financial Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.