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

Friday Financial’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	$1.9M	Buy	9,630 +2,765	+40%	+$565K	0.38%	43
2026 Q2	$1.38M	Sell	6,865 -45	-0.7%	-$8.71K	0.37%	41
2026 Q1	$1.27M	Buy	6,910 +258	+4%	+$48.2K	0.44%	36
2025 Q4	$1.18M	Buy	6,652 +142	+2%	+$24.9K	0.42%	36
2025 Q3	$1.14M	Buy	6,510 +320	+5%	+$54.4K	0.48%	32
2025 Q2	$1.02M	Buy	6,190 +825	+15%	+$131K	0.52%	31
2025 Q1	$869K	Sell	5,365 -1	-0%	-$163	0.52%	30
2024 Q4	$868K	Buy	+5,366	New	+$905K	0.6%	30

Other funds holding VOE

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

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

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

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Friday Financial's VOE Position: Q3 2026 in Review

Friday Financial increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 40% in Q3 2026, buying an estimated $565K and bringing the position to 9,630 shares worth $1.9M. The position accounts for 0.38% of the portfolio, ranked #43.

Friday Financial first reported a position in VOE in Q4 2024 and has held it in 8 quarters since. 627 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

Friday Financial held 9,630 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.9M as of Q3 2026.
Friday Financial bought 2,765 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $565K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.38% of Friday Financial's portfolio in Q3 2026, its #43 holding.
Friday Financial first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
627 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.