FSM Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Buy
1,090
+2
+0.2% +$387 0.02% 328
2026
Q1
$201K Buy
+1,088
New +$203K 0.03% 311

Other funds holding VOE

FSM Wealth Advisors's VOE Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.18% in Q2 2026, buying an estimated $387 and bringing the position to 1,090 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #328.

FSM Wealth Advisors first reported a position in VOE in Q1 2026 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • FSM Wealth Advisors held 1,090 shares of Vanguard Morningstar Mid-Cap Value ETF worth $215K as of Q2 2026.
  • FSM Wealth Advisors bought 2 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $387.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #328 holding.
  • FSM Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.