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

Focus Financial Network’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 		$3.13M Buy
15,837
+254
+2% +$49.1K 0.1% 167
2026
Q1 		$2.87M Buy
15,583
+5,018
+47% +$937K 0.1% 158
2025
Q4 		$1.87M Buy
10,565
+27
+0.3% +$4.72K 0.07% 221
2025
Q3 		$1.85M Buy
10,538
+91
+0.9% +$15.5K 0.07% 223
2025
Q2 		$1.73M Sell
10,447
-531
-5% -$84.1K 0.07% 211
2025
Q1 		$1.76M Buy
10,978
+487
+5% +$79.6K 0.07% 200
2024
Q4 		$1.7M Buy
10,491
+3,915
+60% +$660K 0.07% 202
2024
Q3 		$1.1M Buy
6,576
+2,420
+58% +$385K 0.05% 263
2024
Q2 		$656K Buy
4,156
+15
+0.4% +$2.28K 0.03% 339
2024
Q1 		$610K Buy
4,141
+197
+5% +$28.9K 0.03% 335
2023
Q4 		$572K Sell
3,944
-4,626
-54% -$621K 0.02% 432
2023
Q3 		$1.12M Sell
8,570
-1,635
-16% -$226K 0.06% 214
2023
Q2 		$1.41M Sell
10,205
-319
-3% -$42.5K 0.08% 192
2023
Q1 		$1.41M Buy
10,524
+1,283
+14% +$178K 0.09% 188
2022
Q4 		$1.25M Sell
9,241
-322
-3% -$43.2K 0.1% 164
2022
Q3 		$1.16M Sell
9,563
-66
-0.7% -$8.94K 0.1% 162
2022
Q2 		$1.25M Buy
9,629
+723
+8% +$102K 0.1% 158
2022
Q1 		$1.33M Buy
+8,906
New +$1.31M 0.09% 167
2021
Q1 		– Sell
-2,911
Closed -$346K – 550
2020
Q4 		$346K Buy
+2,911
New +$326K 0.03% 323

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Financial Network's VOE Position: Q2 2026 in Review

Focus Financial Network increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 1.6% in Q2 2026, buying an estimated $49.1K and bringing the position to 15,837 shares worth $3.13M. The position accounts for 0.1% of the portfolio, ranked #167.

Focus Financial Network first reported a position in VOE in Q4 2020 and has held it in 19 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Focus Financial Network held 15,837 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.13M as of Q2 2026.
  • Focus Financial Network bought 254 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $49.1K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Focus Financial Network's portfolio in Q2 2026, its #167 holding.
  • Focus Financial Network first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.