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

Genesis Financial Group’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
Q1 		$1.58M Buy
8,600
+216
+3% +$40.4K 1% 31
2025
Q4 		$1.49M Buy
+8,384
New +$1.47M 0.86% 36

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Genesis Financial Group's VOE Position: Q1 2026 in Review

Genesis Financial Group increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.6% in Q1 2026, buying an estimated $40.4K and bringing the position to 8,600 shares worth $1.58M. The position accounts for 1% of the portfolio, ranked #31.

Genesis Financial Group first reported a position in VOE in Q4 2025 and has held it in 2 quarters since. 1,219 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Genesis Financial Group held 8,600 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.58M as of Q1 2026.
  • Genesis Financial Group bought 216 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $40.4K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 1% of Genesis Financial Group's portfolio in Q1 2026, its #31 holding.
  • Genesis Financial Group first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.