Freedom Financial Partners’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Freedom Financial 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	$226K	Sell	1,142 -28	-2%	-$5.42K	0.07%	83
2026 Q1	$216K	Buy	1,170 +5	+0.4%	+$934	0.08%	87
2025 Q4	$207K	Buy	1,165 +8	+0.7%	+$1.4K	0.08%	86
2025 Q3	$202K	Buy	+1,157	New	+$197K	0.08%	84
2025 Q2	–	Sell	-1,248	Closed	-$200K	–	79
2025 Q1	$200K	Sell	1,248 -362	-22%	-$59.2K	0.09%	76
2024 Q4	$260K	Buy	+1,610	New	+$272K	0.13%	67

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

Freedom Financial Partners's VOE Position: Q2 2026 in Review

Freedom Financial Partners reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.4% in Q2 2026, selling an estimated $5.42K and leaving 1,142 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #83.

Freedom Financial Partners first reported a position in VOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $260K in Q4 2024. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Freedom Financial Partners held 1,142 shares of Vanguard Morningstar Mid-Cap Value ETF worth $226K as of Q2 2026.
Freedom Financial Partners sold 28 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $5.42K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Freedom Financial Partners's portfolio in Q2 2026, its #83 holding.
Freedom Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Freedom Financial Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $260K in Q4 2024.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.