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GHP Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

GHP Investment Advisors’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 		$1.48M Buy
7,480
+3
+0% +$580 0.05% 262
2026
Q1 		$1.38M Buy
7,477
+523
+8% +$97.7K 0.06% 256
2025
Q4 		$1.23M Buy
6,954
+742
+12% +$130K 0.05% 268
2025
Q3 		$1.08M Buy
6,212
+866
+16% +$147K 0.05% 271
2025
Q2 		$879K Sell
5,346
-11
-0.2% -$1.74K 0.04% 276
2025
Q1 		$860K Sell
5,357
-47
-0.9% -$7.68K 0.04% 271
2024
Q4 		$874K Buy
5,404
+47
+0.9% +$7.93K 0.04% 274
2024
Q3 		$898K Sell
5,357
-164
-3% -$26.1K 0.04% 268
2024
Q2 		$830K Sell
5,521
-9
-0.2% -$1.37K 0.04% 273
2024
Q1 		$862K Buy
5,530
+1,367
+33% +$201K 0.04% 278
2023
Q4 		$604K Buy
4,163
+1,430
+52% +$192K 0.03% 291
2023
Q3 		$354K Buy
2,733
+994
+57% +$138K 0.02% 322
2023
Q2 		$245K Buy
1,739
+908
+109% +$121K 0.01% 354
2023
Q1 		$111K Sell
831
-61
-7% -$8.46K 0.01% 426
2022
Q4 		$121K Sell
892
-35
-4% -$4.7K 0.01% 417
2022
Q3 		$113K Buy
927
+402
+77% +$54.4K 0.01% 407
2022
Q2 		$68K Buy
525
+510
+3,400% +$72.1K 0.01% 452
2022
Q1 		$2K Buy
+15
New +$2.21K ﹤0.01% 901

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GHP Investment Advisors's VOE Position: Q2 2026 in Review

GHP Investment Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.04% in Q2 2026, buying an estimated $580 and bringing the position to 7,480 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #262.

GHP Investment Advisors first reported a position in VOE in Q1 2022 and has held it in 18 quarters since. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • GHP Investment Advisors held 7,480 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.48M as of Q2 2026.
  • GHP Investment Advisors bought 3 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $580.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.05% of GHP Investment Advisors's portfolio in Q2 2026, its #262 holding.
  • GHP Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.