Flywheel Private Wealth’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Flywheel Private Wealth’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 Q3	$360K	Buy	+1,841	New	+$377K	0.18%	67

Other funds holding VOE

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Flywheel Private Wealth's VOE Position: Q3 2026 in Review

Flywheel Private Wealth opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q3 2026: 1,841 shares worth $360K. The stake represents 0.18% of the portfolio and ranks #67 among its holdings.

985 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Flywheel Private Wealth held 1,841 shares of Vanguard Morningstar Mid-Cap Value ETF worth $360K as of Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Flywheel Private Wealth position in Q3 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.18% of Flywheel Private Wealth's portfolio in Q3 2026, its #67 holding.
985 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Flywheel Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.