FPC Investment Advisory’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

FPC Investment Advisory’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	$240K	Hold	1,182	–	–	0.11%	30
2026 Q1	$228K	Hold	1,182	–	–	0.11%	31
2025 Q4	$210K	Hold	1,182	–	–	0.11%	31
2025 Q3	$206K	Hold	1,182	–	–	0.12%	27
2025 Q2	$200K	Buy	+1,182	New	+$187K	0.13%	27
2025 Q1	–	Sell	-1,182	Closed	-$196K	–	261
2024 Q4	$196K	Buy	+1,182	New	+$199K	0.14%	27

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

FPC Investment Advisory's VOE Position: Q2 2026 in Review

FPC Investment Advisory held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 1,182 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #30.

FPC Investment Advisory first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. 1,243 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

FPC Investment Advisory held 1,182 shares of Vanguard Morningstar Mid-Cap Value ETF worth $240K as of Q2 2026.
FPC Investment Advisory left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of FPC Investment Advisory's portfolio in Q2 2026, its #30 holding.
FPC Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
1,243 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on FPC Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.