Founders Grove Wealth Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Founders Grove Wealth Partners’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	$3.74M	Buy	18,914 +146	+0.8%	+$28.2K	0.75%	32
2026 Q1	$3.46M	Buy	18,768 +435	+2%	+$81.3K	0.79%	34
2025 Q4	$3.25M	Buy	18,333 +403	+2%	+$70.5K	0.73%	33
2025 Q3	$3.13M	Sell	17,930 -222	-1%	-$37.8K	0.74%	35
2025 Q2	$2.99M	Buy	18,152 +1,028	+6%	+$163K	0.75%	34
2025 Q1	$2.75M	Buy	17,124 +1,366	+9%	+$223K	0.77%	33
2024 Q4	$2.55M	Buy	+15,758	New	+$2.66M	0.74%	37

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

Founders Grove Wealth Partners's VOE Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.78% in Q2 2026, buying an estimated $28.2K and bringing the position to 18,914 shares worth $3.74M. The position accounts for 0.75% of the portfolio, ranked #32.

Founders Grove Wealth Partners first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Founders Grove Wealth Partners held 18,914 shares of Vanguard Morningstar Mid-Cap Value ETF worth $3.74M as of Q2 2026.
Founders Grove Wealth Partners bought 146 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $28.2K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.75% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #32 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.